Error: Unable to delete project due to historical data

Scenario

Task cannot be completed because it is associated with historical data.

Receipts and adjustments
Service charges
Invoices
Time and expense transactions
Scheduled items including scheduled phone calls, and to do's (applies only if you have the Staff Management Module)
References to the project in on-screen filters, as well as report filters and report options.

Tasks

Select
Actions
, then
Manage Projects
.
Filter for the project template that the task was deleted from.
Double-click the client project to open it.
Select
Recurrence
the Generation section.
Within Project Generation Options, verify whether the
Task information
checkbox is marked or unmarked.
If the checkbox is marked, the project will regenerate all the tasks that are currently on the Task tab of the client project. In other words, if you deleted a task from the project template but the task still appears within the client project, the task will appear when this project is generated.
If the checkbox is not marked, the task will not appear on the next generation of the project because it was deleted from the template.

Solutions

Client projects

Double-click on the project in Manage Projects, Client Setup, Client Dashboard Projects Portlet, or Staff Dashboard Projects Portlet to open it.
Set the Tracking description to
Completed
or
Canceled
.
Select
Refresh
.
On the Recurrence screen, change the Recurrence setting to
None
to prevent the system from generating another occurrence of the project.
Select
OK
.
Select
OK
again.

Project templates

Stop the regeneration on all client projects for that template by following the previous steps.
Rename the project template so that it either falls at the bottom of the list alphabetically or can be easily identified as inactive.
For example, a project ID TAX could be renamed to ZZZTAX or INACTIVETAX. To rename the project, go to
Setup
,
Templates
,
Projects
, find the project and select
Edit
. Change the ID and select
Enter
to save the change.

How to find and delete data

Historical data

Go to
Actions
,
Receipt
, then
Adjustment Entry
.
If the Approve and Post process for Receipt & Adjustment Entry is turned on, go to the Review tab, clear the
Unapproved only
and
Unposted only
checkboxes, filter for the project or project template, then unpost and unapprove all control sheets on the screen.
Go to the Overview tab.
Filter for the project or project template.
Mark the
Control Date
checkbox on the first transaction. Scroll to the last transaction and, while pressing the Shift key, click the
Control Date
checkbox in the last transaction.
Right-click the
Control Date
checkbox on any of the selected transactions and choose
Delete Entry
.

Go to
Actions
, then
Billing
.
Go to the
Review
tab.
If the Approve and Post process for Billing is turned on, clear the
Unapproved only
and
Unposted only
checkboxes.
Filter for the project or project template.
Right-click and choose
Select All
.
Right-click and choose
Delete Selected
.
If there are service charges preventing you from deleting the invoice, make a note of the clients and invoices affected and continue to the next step to delete the service charges. Once the service charges have been deleted, attempt to delete the invoice again.

Use the list of affected clients and invoices you created while following the steps above to delete invoices. You'll only need to delete service charges associated with the invoices you attempted to delete earlier.
Print a Service Charge Journal filtered for the client.
Starting with the newest service charge, go to
Actions
,
Assess Service Charges
and enter the
Through
date equal to the newest date on the Journal.
Find the service charge for this client and select the checkbox.
Right-click and choose
Unpost Selected
.
Repeat steps 3 and 4 for each date in reverse date order.

Go to
Actions
,
Time & Expense Entry
.
If the Approve and Post process for Time & Expense Entry is turned on, go to the
Review
tab, clear the
Unapproved only
and
Unposted only
checkboxes, filter for the project or project template, then unpost and unapprove all timesheets on the screen.
Go to the
Overview
tab.
Filter for the project or project template.
Select all transactions by selecting the beginning of the first transaction, then scroll to the bottom of the list and select the beginning of the last transaction while pressing the Shift key.
Right-click and select
Delete Entry
.

Go to
Actions
, then
Manage Staff
.
Go to the
Schedule Items
tab.
At the top of the screen, select
Custom Date Range
and enter
1/1/1980
in the first date and
12/31/2029
in the second date.
Clear the
Open only
and
Unassigned only
checkboxes.
Filter for the project.
Right-click each schedule item and select
Delete
.

Delete the project

Select
Actions
, then
Manage Projects
.
Filter for the project.
Clear the
Open Projects only
checkbox.
Select all projects on the screen by selecting the first project, then scroll to the bottom of the list and select the last project while pressing the Shift key.
Right-click in the highlighted area and select
Delete Selected Projects
.

Delete the project template (if desired)

Select
Setup
,
Templates
, then
Projects
.
Find the template in the list and select it.
Select
Delete
.