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Can you Delete a project once approved?


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We have a project that was created in Error and approved.  Is there a way to delete both the project under project Management and also under financial projects?

 

Thanks for your help.

 

Bob Booth

 

Best answer by Vibhusitha Jananjaya

Hi @bbooth32,

You are NOT allowed to ‘Delete’ a project once it is approved. Once a project is Approved, you can only “Complete”. The projects are allowed to delete only when they are in Initialized state. Further you cant just delete a Financial project as well.

First you must Complete the project from management. And then Complete the financial project. This is the intended behavior. Hence the only option left to you is Completing the project.

 

Hope my answer helped to clear your doubts. If so be kind enough to mark it as the best answer.

 

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2 replies

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  • Sidekick (Employee)
  • 17 replies
  • April 28, 2022

This depends on whether you have objects connected to the project that can not be deleted, eg. site connection can not be deleted in approved status.

If you only have a plain project without much information set up it might be possible by using the delete function (F7 or Cloud: delete button in details screen). The financial project will then be deleted at the same operation,

If you don’t manage to delete it, you will have to promote the status to completed and closed.

 


Vibhusitha Jananjaya
Hero (Employee)
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Hi @bbooth32,

You are NOT allowed to ‘Delete’ a project once it is approved. Once a project is Approved, you can only “Complete”. The projects are allowed to delete only when they are in Initialized state. Further you cant just delete a Financial project as well.

First you must Complete the project from management. And then Complete the financial project. This is the intended behavior. Hence the only option left to you is Completing the project.

 

Hope my answer helped to clear your doubts. If so be kind enough to mark it as the best answer.

 


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