Is it really best practice to delete a Demand or Project that is no longer needed?

[ldeveney]

Hello,

What are other organizations doing in Demand and Project?  If you have a demand or project that you no longer require (maybe it was submitted in error or the idea abandoned) are you deleting it or doing something else?

What is SN's recommended Best Practice for this?

Thank you.

Linda

[Brad Tilton · Accepted solution]

For any sort of record like that, a good practice is to deactivate it or set a status (like cancelled or ignored) that you can filter out in a list. You typically don't want to delete records, especially ones that could be referenced from some other table and deleting would break the reference.

[ian_cox]

Yes, I agree with Brad, we have a status Cancelled for these types of demands and projects so that when someone asks what happened to that project we can go back and look and see why it got cancelled.

[ldeveney]

Thank you Ian.   Do you know...Is the Cancelled state OOB?   We are on Geneva.

[ldeveney]

Thank you Brad.