Overview
Users may delete a Daily Report if the following conditions are met:
- The user profile has been granted access to delete daily reports
- The daily report is still within its edit window time frame
- The hours have not been approved
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NOTE: If the Daily Reports are pushing to Timecards and said Timecard is Approved, the Daily Report will not be able to be deleted without first un-approving the timecard. |
Select the project, then:
- Go to Construction Docs > Daily Reports
- Select the Delete (X) icon in the Action column
- Select Yes on the pop-up message
Enable Access to 'Daily Reports - Delete' Option on User Profile
- Go to Start > Settings > Administration
- Click on the Lock icon next to the desired User Profile
- Locate the Daily Reports – Delete row, and select Full Access from the drop-down menu
- Select Save Data
Change Daily Report Edit Window Time Frame
Select the project, then:
- Go to Project > Configure Project > Advanced Setup > Project Preferences > DRs
- Enter the desired amount of days in the Daily Report Edit Window field
- Select Save Data
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