Delete or Archive a Project

Overview

How do I permanently delete or temporarily archive a project in CxPlanner?

If you no longer need a project in CxPlanner, you can either delete it permanently or archive it temporarily by changing the project status to Closed. Deleting a project is irreversible, so we recommend closing the project if you think you might need it again later.

Only users with the project role Admin can delete or close a project

Note - if you delete a project, it will be permanently removed and there is no way to recover it.

Guide - How to Change the Status of a Project

Click Project Settings from the left sidebar.
Open the Project data tab.
Click the small pencil icon next to the project status.
Change the status to Closed and confirm.

Guide - How to Delete a Project

Click Project Settings from the left sidebar.
Open the Advanced tab.
Scroll down to the delete project section and click Delete project.
Type the full project name to confirm the deletion.
Click the final Delete button.

Behavior and results

Deleting and closing a project have very different outcomes:

Action	Result	Reversible?
Close	Project is archived but data is fully retained	✅ Yes – can reopen
Delete	Project is permanently deleted, including all checklists and data	❌ No – permanent

Troubleshooting

Problem	Cause	Solution
Can't see the "Delete" button	Not a project Admin	Ask a project Admin to perform it
Project still shows in dashboard	Project was closed, not deleted	Filter out closed projects
Typing the name doesn’t work	Incorrect project name format	Copy the exact name from the top of the project

Quick facts

Requires: Project role Admin
Location: Project Settings → Project Data / Advanced
Affects: Project availability, user access, project data, PDF export

Updated on: 08/06/2025

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