1. Project Type – Remove a Custom Report Template

1. Within the Company Profile, scroll to the ‘Default Settings’ section then ‘Project Types’. This is the section where you can manage different ‘Project Types’.


Click the name of the Project Type that you want to update.


2. Once done, you will reach the Project Type Settings page. Scroll to the ‘Report Templates’ section then ‘Custom Templates’. Click the Trash Icon of the Custom Template that you want to delete.


3. A popup window will appear for confirmation. Click the ‘x Confirm’ button to proceed with the deletion.