Ensure you check your company's retention policy, on how long the timesheets have to be kept. The steps below will delete the timesheets, timeeentries and timesheet notes only.
- Ensure all the financials jobs have run including
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- Post Timesheets
- Post Transactions to Financials
- Post to WIP
- Import Financial Actuals
- Post Actuals to Investment
- Update Financial Plan Actuals and Forecast
- Ensure there is no entries in Invalid Transactions - address all errors until everything is posted
- Ensure ppa_transcontrol and imp_transactionimport are empty
- Backup tables prtimesheet and prtimeentry in the database for future historical reference
- Now Mark the timeperiods as Closed
- Now select some of the Closed timeperiods and mark for deletion.
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- Make sure not to do more than 10 at a time as a large amount at once could make the job run very long or exhaust the memory
- Now run the job Delete Investments and Time Reporting Periods without selecting any parameter
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- All the timesheets and timeentries for those periods will be deleted
- The actuals in WIP, on the project, the cost plans etc. will remain.