01
Delete from the Actions menu
- 1
Open Actions
From the project list or detail page, open Actions and choose Delete.
- 2
Review the warning
Confirm only after reviewing the related time and expenses that will be removed with the project.
- 3
Confirm deletion
Administrators and managers can complete the action.
Submitted or approved time blocks deletion
If the project has time in a submitted or approved week, Unify Revenue refuses the cascading deletion. The UI recommends archiving instead, but project archiving is not yet an available action.
02
Before you delete
- Export the project list if you need a reference copy.
- Resolve or preserve billed and approved work.
- Use deletion only when removing the related tracked data is intended.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.