Deleting Projects

How to delete Projects

Required System Role: Support

You may need to delete a project for various reasons however, It is not actually possible to delete a project currently as a standard User or an Enterprise Admin. This can only be done by Consultation Manager Support or a Customer Success Manager.

In preparation for the project deletion.

Ensure all non-global relationships under the project have been re-assigned if required or appropriate to do so.

Once you are satisfied that any relationships under the project have been re-assigned appropriately you can then request the project to be deleted via a support ticket.

⚠️ If you do not re-assign any relationships under a project they will become orphaned in the database and no longer searchable, excluding Global records (i.e. stakeholder records by default are global so will remain searchable)