1. From within the black ribbon on the left under View Reports:
2. In the Projects section, select Recurring Projects Management. This report displays a list of all clients and the projects currently assigned.
3. To delete a project for a group of clients, first select the clients and then:
- Select the Search Criteria dropdown menu
- Choose and apply from options shown and/or use the global text search field on the right
- Click the search icon.
To select all clients shown to delete a recurring project, simply click "All" on the upper left side and then click the gear drop down and select "Delete Selected Recurring Projects". You will then need to confirm at the top of the screen.
You are also able to edit a project template for a client by clicking the Edit button on the right side of the screen.