Delete a project

Delete a project to remove it from the platform permanently, ensuring your project list stays organized and only active projects are displayed.

📝Overview

Purpose

  • Remove projects that are no longer relevant or needed in the platform

Who is this for

  • PMOs or leads responsible for maintaining the project table list

Pre‑requisites

  • Projects already existing in the platform

Permissions required

  • Manage access to the Projects module

📹Demo walkthrough

💭How‑to guide

Step 1: Locate the Project

  • Scroll through the Projects table to find the project you want to delete OR
  • Use the Quick Search feature on the upper left to search for the project


Step 2: Click the '...' on the left-most column of the table

Click the three-dot '...' menu (ellipsis) next to the project name column on the left, select 'Delete project' 

Step 3: Confirm and verify deletion

A confirmation dialog will appear to prevent accidental deletion, review the project name and click 'Delete' to permanently delete the project.

⚠️ Disclaimer: Deleting a project is permanent. All related allocations, milestones, and activity logs may also be removed. Ensure you have exported or saved any necessary information before proceeding

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