Projects - Deleting a Project *NEW*

Deleting a Project

Once a project has been created, you can delete it (with the appropriate permission).
Deleting a project will not delete the associated enquiry or client — this is useful for removing duplicate or test projects.

Who Can Delete Projects

• By default:

  • Branch Owners

  • Head Office Users

  • Rave Support Team

• Optional for other Branch Staff:

  • Must be granted permission via Manage Users.

Important Notes

• Deleting a project is permanent and irreversible.

• All associated data will be permanently lost once deleted.

• The deletion will be recorded in the Audit Trail of:

  • The Enquiry, and

  • The Branch (if a project existed).

Before Deleting a Project:

The project must not include any of the following:

• A schedule

• Financial items (e.g. progress payments, quotes, purchase orders, bills, invoices, credit notes)

• Contractors in the People tab

• Timesheet entries (if using timesheets)

• Images or videos in the Albums section

• Any uploaded files

You must remove all of these items first. Only then will the Delete option become clickable.

Steps to Delete a Project

1. Go to the Project Overview tab.

2. Click the Delete button.

   • This button is only visible if:

     • You have the necessary permission, and

     • All conditions above are met.

3. A confirmation pop-up will appear, stating:

   • The action is irreversible.

4. Check the confirmation box.

5. Click DELETE to permanently delete the project

Caution:

• We recommend you do not delete data to try and delete clients with active/Maintenance or completed projects.

• Deleting data from previously completed projects may result in permanent loss of important information that could be required later.

• If a project exists but is no longer needed:
  

  
  

  • Close the project

  • The enquiry will become inactive

  • The client will be moved to Inactive status

From the Projects List Page we have added a delete option to the bulk select menu. 

If you bulk select projects that don't match the delete criteria it will list them in the box and the delete button will be grey out until cancel and then unselect the ones that don't match the criteria to be able to be deleted.