Before you can delete a project, you need to delete all project roles.  If roles have confirmed personnel or resource requests, remove them from the role first.

Delete a project role

1. From the Project, hover over the role and click the ellipsis.
2. Click Delete.
3. Click Yes, Delete Project Role in the pop-up window.

Note: If the role contains confirmed personnel or is currently connected to a resource request, the delete option is greyed out. To delete a role, first, un-confirm any workers and delete the resource request.

Undo a personnel confirmation

1. Click on the role and select the Confirmed bucket. 
2. Hover over the personnel's name and click the ellipsis.
3. Click Undo Confirmation.

Delete a resource request

Note: If the resource request contains any confirmed personnel, follow the steps to undo a personnel confirmation, and then delete the resource request.

1. From the Project, click Requests.

2. From the resource request, hover over the role and click the ellipsis. 
3. Click Delete.
4. Click Yes, Delete Resource Request Role in the pop-up window.

5. Hover over the resource request and click the ellipsis. 

6. Click Delete.

7.  If you see the pop-up window again, Click Yes, Delete Resource Request to confirm.

Once the resource request is deleted, you can delete the project role and then delete the project.   

Updated 20 September 2024 11:07