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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.

In Onvio Center, select Setup
and then Project Templates
.

Select Edit
to open the desired project template.

In the General
tab, change the project template ID to, for example, INACTIVETAX.

Set the Recurrence Frequency
to None
.

Set the Generation Method
to When I manually created it
.

Select Save
when you're finished.

Delete a project template

In Onvio Center, select Setup
and then Project Templates
.

Mark the checkbox for each template you want to delete.

Select Delete
.

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.

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