Delete, restore and permanently delete a project

Why use it

Mistakes happen: a duplicate project, a test, a job that never went ahead. Deleting moves the project out of sight right away, but gives you 30 days to change your mind. Financial records are never lost, so your books stay complete.

When to use it

• A duplicate or test project. Delete it, and choose Delete now if you want it gone immediately.
• A project deleted by mistake. Restore it from Deleted within 30 days.

For a finished job, close it instead so its history stays easy to find: Close a project.

Before you start

• You need the Delete projects permission to delete, restore or permanently delete a project.
• Delete starts from the project itself: open it and choose Edit project.

Steps

1. 1

1. 1Delete

1. Open the project, choose Edit project, then choose Delete in the dialog footer.
2. Moodiri asks Delete this project? and says it moves to Deleted for 30 days. Choose Delete to confirm.
3. Open Projects and switch to Deleted. Each card shows how many days are left, with Restore and Delete now.
4. To remove a project before the 30 days are up, choose Delete now on its card, then Delete permanently.

What happens next

• After Delete, you return to the projects list with Project "…" moved to Deleted. The project no longer appears in Active or Archive.
• The Deleted view appears and shows the project with its days left, then Deleting soon on the last day.
• After 30 days, the project's non-financial data is removed automatically. Invoices, payments and retainers are always kept.
• Restore returns the project to where it was before you deleted it.

Limits

Troubleshooting

• This project has retained business history (financial, tax, or time-tracking records) and cannot be permanently deleted.: the project has records Moodiri keeps for you. Leave it in Deleted, or restore it and close it instead.