This guide will show you how to delete Client structure items from the table and edit pages. If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.
Index
Deleting Client Structure Items - From The Table
Deleting Client Structure Items - From The Edit Item Page
Examples When A Client Structure Item Cannot Be Deleted
Deleting Client Structure Items - From The Table
When deleting a few items from different client structure groups, it is often quicker to do so from the client page using the Delete Icon. This guide will show you how to delete an item from the client structure page.
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Click Client
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Expand the group that contains the item you would like to delete. Click the delete icon for the item you wish to remove.
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You will be taken to the delete page. Clicking the delete button will delete this item and any lower levels.
If the delete button is not displayed, please refer to the following section Examples When A Client Structure Item Cannot Be Deleted
- You will be returned to the client structure page. You can repeat these steps to delete additional items.
Deleting Client Structure Items - From The Edit Item Page
When deleting multiple items at a lower level, it is often quicker to do so from the items edit page. This guide will show you how to delete an item from the client structure edit page.
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Click Client
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Expand the group that contains the items you would like to delete. Click the Edit icon for the group that contains the items.
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The edit page provides two options for deleting items. You can click the red delete button to delete the currently selected item. Alternatively, you can use the delete icons to delete lower levels attached to this item. Clicking the delete button or delete icons will take you to the page.
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Clicking the delete button will delete this item and any lower levels.
If the delete button is not displayed, please refer to the following section Examples When A Client Structure Item Cannot Be Deleted
Examples When A Client Structure Item Cannot Be Deleted
There are occasions where a client structure item cannot be deleted from Timemarker.
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The item has time recordings
When a client structure item has time recorded for it or one of its lower levels, it cannot be deleted. This is to preserve the timesheet recordings for the user and reports. Instead of deleting the item, an expiration date should be added to the advanced tab of the edit page to archive the item.
For more information about expiring an item, please click here
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The item was created from a Template
When an item has been created from a template, it cannot be deleted, as all changes to a template should be made to the template itself. The item should either be expired on the template, or the template should be removed from the Linked Template section to unlink the template.
For more information about using templates, please click here
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