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Flex: How to delete a project on the platform

Bally
  • Updated

Soft delete

IMPORTANT: Soft deleting a project does not make the project number available again.  Open the Flex platform, either via a browser or from within the desktop program.
 

  1. Click the Projects icon on the left hand menu bar.
     
  2. Find and select the project to be deleted.
    Note: Select multiple projects using the check box in the Project list and ctrl + multiselect on the Project board.
  3. Click on the Delete Project icon in the top tool bar:
    Note: If the project has a status of quotation sent against a design you cannot delete the project until the design is set to lost or the quotation deleted. 
    Note: If the project is locked by a user, you will not be able to delete the project until it is unlocked. 
     
  4. Confirm the decision by clicking Delete.
     

Hard delete

From April 2025 onwards you can permanently delete a project, this will make the project number available again.  However you will not be able to restore the project.
IMPORTANT: Due to compliance and legal reasons, projects and designs that are sold or have associated invoices will not have this option available.
In these cases you will see the below error message. 

  1. Click the Projects icon on the left hand menu bar.
     
  2. Find and select the project to be deleted.
    Note: Select multiple projects using the check box in the Project list and ctrl + multiselect on the Project board.
  3. Click on the Delete Project icon in the top tool bar:
    Note: If the project has a status of quotation sent against a design you cannot delete the project until the design is set to lost or the quotation deleted. 
    Note: If the project is locked by a user, you will not be able to delete the project until it is unlocked.
     
  4. Confirm the decision by clicking Delete.
     
  5. Click the More options icon  More options vertical filled.png  on the top toolbar and select Restore projects and designs.  This will list all soft deleted projects.
     
  6. To permanently delete one, select it in the list and click Delete Permanently trashcan icon.png at the bottom of the window.

 

To restore a deleted project

  1. Click the Projects icon on the left hand menu bar.
     
  2. Click the More options icon  More options vertical filled.png  on the top toolbar and select Restore projects and designs.  This will list all soft deleted projects.
     
  3. Select the project to be restored in the list and click the Restore button at the bottom of the window.
     
  4. Confirm by clicking Restore.

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