Delete participants
Delete a participant you created by mistake or no longer need. If the participant has worked on the project, consider deactivating it instead: it then keeps its history.
💡 Note:
- To delete participants, you need Manage rights to Participants (see Roles and access rights), and the latest plan version must be editable.
- Locked participants cannot be deleted. Unlock them first.
- Deleted participants can only be restored by EMDESK support.
Deleting a participant
- Open Participants, click the … menu of the participant and select Delete. (You can also use the … menu at the top of its sidebar.)
- Confirm. What EMDESK asks depends on the participant:
- No budget items, expenses or sub-participants: the participant is deleted.
- Sub-participants: choose Delete element and subordinate items to delete them as well, or Delete item only to keep them. Kept sub-participants move up one level.
- Budget items or expenses: see below.
If budget items or expenses are linked
A participant with budget items or expenses cannot be deleted directly. EMDESK shows Linked resource entries found with a list of these entries.
- To keep an entry with another participant, assign it to that participant first, e.g. with bulk editing in Budget or Expenses.
- Click Unlink entries to remove the participant (and its personnel cost rate) from all listed entries. The entries themselves are kept, without a participant.
Then select Delete again to delete the participant.
Tip: To delete several participants at once, select them in the table and use bulk delete. Their sub-participants are deleted as well.
After deleting, the IDs of the remaining participants are renumbered. See also Creating, editing, and organising participants.