Deleting a Project

This help article will walk you through how to delete a Project within Inspire Planner.

• Delete Project in Salesforce Lightning
• Delete Project in Salesforce Classic

In Salesforce Lightning

This section will cover how to delete a project in Salesforce Lightning environment.

1. Go to the Projects Tab.
   
   
    
2. If you do not see the project you wish to delete under "Recently Viewed", click on the dropdown arrow beside "Recently Viewed" at the top left corner and change your list view to "All".
   
   
    
3. Locate the project you wish to delete from the list. Click on the dropdown arrow you see at the far right corner and select 'Delete'.
   
   
    
4. A confirmation message will display. Click on Delete to continue deleting the project.
   
   
    
5. Alternatively, you can also search for the project by entering the project name in the search box on top of the page. Select '<project name> in Projects' from the list of suggestions.
   
   
    
6. From the results list, locate the project you wish to delete and click on the dropdown arrow to the far right. Click on Delete.
   
   

In Salesforce Classic

This section will cover how to delete a project in Salesforce Classic environment.

1. Go to the Projects Tab.
   
   
    
2. In the List View dropdown, select "All".
   
   
    
3. Locate the project you wish to delete and click on "Del" beside it.
   
   
    
4. A confirmation message will display on top of the page. Click on OK to continue deleting the project.