Skip to main content

​
Overview

Deleting a project permanently removes all associated data including contracts, catalog items, statements, and settings. This action cannot be undone.
Deleting a project permanently removes all contracts, catalog, statements, and related data. This action cannot be undone.

​
Who Can Delete Projects

Organization Members cannot delete projects. Contact an Admin if a project needs to be removed.

​
Deleting a Project

1

Locate the Project

Find the project card on your organization’s Projects page.
2

Access Delete Option

Click the menu (three dots) on the project card or go to the project’s Settings.
3

Click Delete Project

Select the Delete Project option.
4

Confirm Deletion

A confirmation dialog will appear warning you about the permanent deletion.
5

Acknowledge and Delete

Click Delete to permanently remove the project.

​
Confirmation Dialog

When you click delete, you’ll see a confirmation dialog:
Are you sure? This action cannot be undone. This will permanently delete [Project Name] and all associated data.
You must confirm to proceed with deletion.

​
What Gets Deleted

When you delete a project, the following data is permanently removed:

​
What Is NOT Deleted

​
Before Deleting

Download any contracts, catalog data, or reports you need to keep before deletion.
Inform project members that the project will be deleted and they’ll lose access.
Disconnect any external integrations (like Curve) to prevent sync errors.

​
Permission Denied

If you see a “Permission Denied” error when trying to delete:
  1. Check your role - Only Admins can delete projects
  2. Contact an Admin - Ask someone with appropriate permissions to delete the project
  3. Check organization settings - Some organizations may have additional restrictions

​
Recovering Deleted Projects

Deleted projects cannot be recovered. There is no undo or restore function.
If you accidentally deleted a project:
  1. Contact support immediately - In rare cases, recent deletions may be recoverable from backups
  2. Recreate the project - You’ll need to re-upload all contracts and rebuild the catalog
  3. Learn from the experience - Consider implementing approval workflows for deletions

Projects Overview

Understanding projects and how to use them.

Create Project

How to create a new project.

Delete Organization

How to delete an entire organization.