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PamelaMi
New Participant
February 1, 2022
Solved

I need ideas on any possible way to set up projects with a specific status so that they cannot be deleted even if someone has manage access. We have people accidentally deleting projects that house request queues. Any ideas are appreciated.

  • February 1, 2022
  • 2 replies
  • 681 views
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Best answer by Doug_Den_Hoed__AtAppStore

Hi Pamela,

I don't know of a way using a Project Status value (e.g. making it On Hold would also "freeze" the project), but instead, suggest you create a Billing Record (e.g. "*** DO NOT DELETE ***") and mark it as Billed, which has the longstanding pleasant side effect of thereby preventing the project from being accidentally deleted. In fact, this (automating such do-not-delete billing records) is one of the uses of our Auto Bill solution.

Regards,

Doug

2 replies

K
KevinQu1
New Participant
February 2, 2022

What we do is not allow anyone to delete projects, but instead have a status called "Deleted."

Then a sysadmin reviews to verify a lack of fiscal data and deletes these on a regular basis.

Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStoreAccepted solution
New Participant
February 1, 2022

Hi Pamela,

I don't know of a way using a Project Status value (e.g. making it On Hold would also "freeze" the project), but instead, suggest you create a Billing Record (e.g. "*** DO NOT DELETE ***") and mark it as Billed, which has the longstanding pleasant side effect of thereby preventing the project from being accidentally deleted. In fact, this (automating such do-not-delete billing records) is one of the uses of our Auto Bill solution.

Regards,

Doug

    P
    PamelaMiAuthor
    New Participant
    February 1, 2022

    good idea, thanks for sharing. I also thought of adding a doc and checking it out as that also keeps a project from being deleted. thanks again.

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