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How to Delete a Daily Report

Overview

Users may delete a Daily Report if the following conditions are met:

  • The User Profile has access to the Daily Reports - Delete option
  • The Daily Report is still within its Edit Window time frame
Table of Contents

Delete Daily Report

NOTE: If the Daily Reports are pushing to Timecards and said Timecard is Approved, deleting the Daily Reports will not adjust the Timecard automatically and must be done manually.

Select the project, then:

  1. Go to Logs > Daily Reports
  2. Select the Delete (X) icon in the Action column
  3. Select Yes on the pop-up message

Enable Access to 'Daily Reports - Delete' Option on User Profile

  1. Go to Navigate > Administration
  2. Click on the Lock icon next to the desired User Profile
  3. Locate the Daily Reports – Delete row, and select Full Access from the drop-down menu
  4. Select Save Data

Changing Daily Report Edit Window Time Frame

Select the project, then:

  1. Go to Project > Configure > Advanced Setup > Project Preferences > DRs
  2. Enter the desired amount of days in the Daily Report Edit Window field
  3. Select Save Data

 

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