πŸ—‘οΈ Deleting a Project

Learn how to delete projects in Triark Cloud. This guide explains when deletion is allowed, the restrictions involved, and how traceability impacts project removal.
πŸ“– Read time:
3
min
πŸ”– Category:
Project

In Triark Cloud, you can delete a project directly from the Project List View. Deleting projects helps you clean up test projects, cancelled orders, or setup mistakes.

However, deletion is restricted to protect traceability. Some projects cannot be deleted if they are linked to important data.

πŸ–±οΈ How to Delete a Project

  1. Select the Project
    Click the project record in the list view.
  2. Click "Delete"
    Use the Delete action above the project grid.
  3. Confirm Deletion
    A confirmation popup will appear to prevent accidental deletion.

⚠️ Deletion Rules and Restrictions

Triark Cloud uses traceability logic to prevent deletion of critical data.
A project cannot be deleted if it has certain connections.

Restriction
Why?
Linked Documents
If the project has documents connected, deletion is **not allowed**.
Connected Products
Projects linked to products cannot be deleted without first removing the connection.
Workflows or CRM Links
If the project is tied to active workflows or CRM data, deletion is blocked to protect historical data.
Traceability Requirements
Some references cannot be removed due to **audit trail rules**.

πŸ” Who Can Delete Projects?

Only users with Delete Project permissions can delete projects. Typically:

  • Project Managers
  • Administrators
  • Users with specific deletion rights in their role settings

πŸ› οΈ Example Use Case: Cleaning Up Test Projects

A system administrator might:

  • Remove test projects created during onboarding or training
  • Delete cancelled projects that were never started
  • Clean up duplicate entries that were created by mistake

If a project contains linked data, the system will block the deletion to ensure traceability is maintained.

❓ FAQ

Q: Can I delete a project with documents attached?
No, you must first remove or reassign the documents before deletion is allowed.

Q: Can I restore a deleted project?
No, project deletion is permanent and cannot be undone.

Q: Why are some projects not deletable even if I’m an admin?
Triark Cloud follows traceability and audit trail rules to protect data integrity. Projects linked to other records cannot be deleted.

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