Deleting or disabling Administration items

Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Deleting or disabling Administration items in the Polaris help.

You can only delete administration items, like activities or templates, that aren't in use. We recommend disabling items, to retain a record of them in your system.

Deleting an Administration item

To delete an item accessed via the Administration page:

  1. Go to the list page for the type of item in question.

For example, if you want to disable an activity, go to Administration > Timesheets > Activities.

  1. Enable the check box next to each item you want to delete.
  2. Click the Delete button.

If items are in use and can’t be deleted, you’ll see an error message, and will typically be allowed to disable the items instead.

Disabling an Administration item

To disable an item accessed via the Administration page:

  1. Go to the edit page for the type of item in question.

For example, if you want to disable an activity, go to Administration > Timesheets > Activities, and select the link for the activity you want to disable.

  1. Deselect the Enabled check box, or select Disabled from the drop-down, as applicable.

  1. Click Save.

Related links

Deleting and disabling data
Deleting or disabling users
Deleting and regenerating a timesheet
Using data import to mass add, update, and delete data
Editing or deleting time off bookings