How do I delete a Project Template?

These are the steps you need to take to delete a Project from a Project Template.

Note: you will need to be a Partner Admin or Partner Ops role to delete a Project Template you created.

To delete a Project from a Project Template take the following steps:

1. Navigate to Work module from the partner portal or client portal view.
2. Click the Projects tab.
3. Click the Project Templates button.
4. Find the Project Template you would like to delete.
5. Click the three dots in the Action column for the Project Template.
6. Click the Delete option.
7. A warning message popup window will appear.
8. If you want to proceed, click the Delete button; if not, click the Cancel button.