Deleting Proposals

Because a proposal record contains several levels of associated information, deleting a proposal can have serious consequences. For this reason, the system allows you to choose between two delete options to control how much information is deleted when you delete the proposal. You cannot delete a proposal that is associated with a cost estimate.

• Note: If your agency has the Take Snapshot Before Proposal Delete agency option set to Yes, the system automatically creates a snapshot for all cost estimates associated with the proposal when the proposal is deleted (see Working with Snapshots).

Follow these steps to delete a proposal:

1. On the Proposal Overview component, select Delete from the Actions menu on the proposal row.
   
   The system displays a modal window that allows you to choose the type of delete action you want to perform.

2. Choose one of the following delete options:
   
   Delete Proposal — Clicking this button deletes the proposal header information and removes the association of all projects, proposal vendors, and proposal times from the proposal. The projects and reference vendors remain in the database.
   
   Delete Including Projects — Clicking this button deletes the proposal record and all of the projects that are associated with the proposal. The proposal-level information that is deleted includes all project items, categories, locations, and fund packages. Proposal vendors and proposal times are also deleted.

3. Caution: Deleting a proposal and its associated projects can have serious consequences. If you are still unsure which level of delete to perform, consult your system administrator.

The system deletes the information you selected and automatically saves your changes.

Related topics:

Maintaining a Proposal

Managing Proposals