Remove a Company Record from a Project Directory
Objective
To remove a vendor/company record from a project.
Background
If you have a vendor/company record that is not being used on a project, you can remove that record from a project using the steps below.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the Project Directory tool.
OR - 'Standard' or 'Read Only' level permissions on the Project Directory tool with the 'Remove Company from a Project' granular permission enabled on your permission template.
- 'Admin' level permission on the Project Directory tool.
- Additional Information:
- Removing a vendor/company from a project removes the record and any associated users from the Project Directory. Note: It does NOT change the company record's state to 'Inactive'. See Deactivate a Company in the Project Directory.
Demo
Steps
- Navigate to the Project level Directory tool.
- Click Remove from Project.
- Choose from these options:
- If the company does NOT have any users in the Project Directory, a message appears to ask you to confirm the removal. Click OK. The system removes the company record from the Project Directory.
OR - If the company has users in the Project Directory that you'd like to keep on the project, click Cancel. Next, remove any users you want to keep on the project from the company record. When finished, repeat the steps above.
OR - If the company has users in the Project Directory and you would like to remove these users and the company from the project, click Remove from Project. The system removes the company record and the users listed.
- If the company does NOT have any users in the Project Directory, a message appears to ask you to confirm the removal. Click OK. The system removes the company record from the Project Directory.