Tempora will not allow you to delete a Client/Project or Activity if time has been assigned to it. This is a security measure to make sure you do not accidentally delete data that you would like to report on. You can expire a Client/Project or Activity to stop staff members from adding time to it as well as removing it in the admin menu.
If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.
Expiring a Client
- Click Admin:
- Click Timesheets > Clients > (Client You Wish To Expire) > Edit:
- Please expand the Other Details section. Here you can enter an Expiry Date. Please note that the expiry date must be at least one day after the most recent time booking for this client.
- Click Save: the Client will now disappear from your client list if you set the expiry date to before today's date.
Expiring a Project
- Click Admin:
- Click Timesheets > Clients > Project > (Project You Wish To Expire) > Edit:
- Please expand the Other Details section. Here you can enter an Expiry Date. Please note that the expiry date must be at least one day after the most recent time booking for this Project.
- Click Save: the Project will now disappear from your Project list if you set the expiry date to before today's date.
Expiring an activity
- Click Admin:
- Click Timesheets > Clients > Project > Activities > (Activity You Wish To Expire) > Edit:
- Please expand the Other Details section. Here you can enter an Expiry Date. Please note that the expiry date must be at least one day after the most recent time booking for this Project.
- Click Save: the Activity will now disappear from your Activity list if you set the expiry date to before today's date.
You may also be interested in the following guides
How Do I Add A New Client/Project/Activity
How Do I Add Time Entry Items With A Template
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