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Delete a client project
Before you start
- Make sure you're assigned to a permission group that has Projects enabled.
- We recommend that you cancel projects that have started or are in progress instead of deleting them. These projects often have billing items and tasks in Onvio that stop them from being deleted.
- Once you delete a project, it can't be retrieved.
- You can only delete a project if there are no items in Onvio referencing the project.
Cancel a project
- In Onvio Center, selectProjects.
- In the Status column, chooseCanceledfor the project.
- Use the filter options or selectOpen Projects Onlyto filter outCanceledprojects.
Delete a project
- In Onvio Center, selectProjects.
- Mark the checkbox to select a project. SelectDelete.
- Or you can go to the Actions column on the project and selectDelete.
- SelectDeleteagain to confirm, orCancelto keep the project.
- An active client-facing document request task.
- An invoice with an item associated to the project.
- A fixed fee invoice was generated for the project.
- A Client Center invoice task exists for the project.
- A Time or Expense entry exists for the project or one of its tasks.
This article applies to:
- Product: Onvio
- Audiences: Staff