How to Delete a Project

Last Modified On: April 15, 2025

There may be instances where you need to delete a project. This help article will walk you through how to delete a project within Inspire Planner.

Please note:

• When a project is deleted, it also deletes all of its related records.
   
• If a project is deleted in error, it can be restored from the Salesforce recycle bin. When a project is restored from the recycle bin, it also restores its related records. Deleted records remain in the recycle bin for 15 days.

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" in 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 end of the row 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 at the 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.