Delete a Project

System administrators can delete projects that are no longer needed. However, if a project has associated documents, actions, or financial information, you must first remove or dissociate these items. Additionally, if a project has linked child projects, you must either delete the child projects or reassign them to a new parent project before you delete the main project.

Prerequisites: Before you delete a project, ensure all associated documents have been removed. Use the Document Export and Removal tool to export and remove these documents. For information, see Export and Remove Documents Linked to an Entity Record.

To delete a project:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click .
  3. Click OK to confirm.