Projects

Delete project templates

In general, it is not recommended to delete project templates because of the large amount of data that may be associated with a template.
Deleting a project template would require deleting every project ever generated, plus all time entries, billing, and other data associated with each generated project.

Before you start

  • Make sure you're assigned to a permission group that has
    Project Manager
     enabled.
  • Once you delete a project template, it can't be retrieved.

Recommended method

Instead of deleting the project template, stop the regeneration on all existing projects for that template.
You can also rename the project template so that it can be easily identified as inactive. For example, a project ID TAX could be renamed to INACTIVETAX.
  1. In Onvio Centre, select
    Setup
     and then
    Project Templates
    .
  2. Select
    Edit
     to open the desired project template.
  3. In the
    General
     tab, change the project template ID to, for example, INACTIVETAX.
  4. Set the
    Recurrence Frequency
     to
    None
    .
  5. Set the
    Generation Method
     to
    When I manually created it
    .
  6. Select
    Save
     when you're finished.

Delete a project template

  1. In Onvio Centre, select
    Setup
     and then
    Project Templates
    .
  2. Tick the checkbox for each template you want to delete.
  3. Select
    Delete
    .
  4. Select
    Delete
     again to confirm, or
    Cancel
     to keep the template.
If you can't delete a project template, you will get an error message which shows exactly what is preventing deletion. After you delete the items associated to the project template, you can delete it.

This article applies to:

  • Product: Onvio
  • Audiences: Staff