Delete a client project

If you create a project using the wrong template or if you no longer need a project for a specific client, you can delete it.

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

  1. In Onvio Center, select Projects.
  2. In the Status column, choose Canceled for the project.
  3. Use the filter options or select Open Projects Only to filter out Canceled projects.

Delete a project

  1. In Onvio Center, select Projects.
  2. Mark the checkbox to select a project.
  3. Select Delete.
  4. Select Delete again to confirm, or Cancel to keep the project.

Delete project error

If you receive an error while trying to delete a project, the project still has active items in Onvio, such as

  • 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.

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