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PamelaMi
Level 3
February 1, 2022
Solved

I need ideas on any possible way to set up projects with a specific status so that they cannot be deleted even if someone has manage access. We have people accidentally deleting projects that house request queues. Any ideas are appreciated.

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Doug_Den_Hoed_AtAppStore
Doug_Den_Hoed_AtAppStoreAccepted solution
Community Advisor
February 1, 2022

Hi Pamela,

I don't know of a way using a Project Status value (e.g. making it On Hold would also "freeze" the project), but instead, suggest you create a Billing Record (e.g. "*** DO NOT DELETE ***") and mark it as Billed, which has the longstanding pleasant side effect of thereby preventing the project from being accidentally deleted. In fact, this (automating such do-not-delete billing records) is one of the uses of our Auto Bill solution.

Regards,

Doug

Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.
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3 replies

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
February 1, 2022

Hi Pamela,

I don't know of a way using a Project Status value (e.g. making it On Hold would also "freeze" the project), but instead, suggest you create a Billing Record (e.g. "*** DO NOT DELETE ***") and mark it as Billed, which has the longstanding pleasant side effect of thereby preventing the project from being accidentally deleted. In fact, this (automating such do-not-delete billing records) is one of the uses of our Auto Bill solution.

Regards,

Doug

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Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.
    PamelaMiAuthor
    Level 3
    February 1, 2022

    good idea, thanks for sharing. I also thought of adding a doc and checking it out as that also keeps a project from being deleted. thanks again.

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    KevinQu1
    Level 10
    February 2, 2022

    What we do is not allow anyone to delete projects, but instead have a status called "Deleted."

    Then a sysadmin reviews to verify a lack of fiscal data and deletes these on a regular basis.

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