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Deleting Records In PPO

This article covers:

In some cases you may want to delete records from PPO that were wrongfully added or that are no longer required. This is possible if the user group that you belong to has access to the delete functionality. We do suggest that the delete functionality should  be limited to PPO Administrators to ensure that data integrity is kept intact.

When deleting records, only project related entity records can be deleted, e.g if your project schedule was imported incorrectly and you would like to delete all the tasks, before re-importing the final schedule.

When items in PPO are "deleted", they are no longer visible to the user from the front-end, but they are never actually deleted from the PPO database. They are just hidden. So should you need to retrieve a record that was wrongfully deleted, you should log a support call so that the PPO support team can assist you with your request.

Note that employees, projects and programmes cannot be deleted from PPO. They can however be marked as inactive, after which the records will then be filtered out by a global filter.

Deleting single records

The risks entity has been used in this article as an example, but the principles can be applied to all project related entities.

To delete a risk, click on the Actions button and then select Delete from the Actions menu on the Risks View page.

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PPO will ask to confirm if you are sure if you want to delete this item. If so, click on OK.

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Deleting multiple records

Continuing the example, to delete multiple risks, go to the Risks List page, and apply the filters or select criteria so that only the items that you want to delete are displayed on the list page. Select the records on the left which are required to be deleted then click on the Actions button and then select Delete from the menu.

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PPO will ask to confirm if you are sure you want to delete these items. If so, click on OK.

 

Deleting items with associated approvals or time entries

Care should be taken when deleting items that have associated time entries or approvals (or even worse, time entries with associated approvals).  When these items are deleted, all associated time entries and approvals will also be automatically deleted. It is recommended that if you do not want time entries to be inadvertently deleted, that you set up a business rule to prevent these deletes.  For assistance with setting up a business rule like this, please contact our support desk.

Deleting programmes, projects and employees

Programmes, projects and employees are treated as special cases in PPO  since they play a prominent role in relation to other entities. These entity records can therefore NOT be deleted.

In the case of projects, they can be linked to other projects (e.g. parent  projects) while project related entities link to projects (for example issues, risks, tasks, time entries and approvals). If we allowed projects to be deleted, we would also have to delete all these related entities and references, which would compromise the audit trail and history of items in PPO.

Similarly, employees can be linked to users and can also referenced in any entity that have employee fields. If we allowed employees to be deleted we would again have to remove all these references.

A similar problem exists in respect of programmes.

Global filters can however be set up to hide these entities from the front-end so that they no longer appear in drop-down lists or on the list pages. For more information on filters, refer to the following knowledge base article.  

Deleting time entries

Time entry records that are manually added can be deleted by following the steps below.

The screenshot below shows the Time Entries page with the pre-populated time entries.

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Once a user manually adds a time entry record and NO time entries are recorded for the particular line item, the time entry record will disappear once the user clicks on the "Submit" button.

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If approved time entry records need to be deleted the following steps need to be adhered to:

The mentioned time entries would first have to be "unapproved". This is done by accessing the Approvals entity. From the Approvals List page click on the approval for the time entry record which you would like to amend. Then click on the Edit button and update the Status from "Approved" to "Pending". Then click on the Submit button. 

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When the user then accesses their time entries, they will see that the record is no longer grayed out, and they will then be able to amend / remove the time entry. Please note that the time entry record will have to be sent for approval again.

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