How to Edit, Update Status, and Delete a Project?

A project is rarely set-and-forget. Dates slip, scope changes, and the work moves from planning to done. Rentablez lets you keep each project current: edit its details, advance its Status as work progresses, log the actual start and end dates alongside your original plan, and delete projects that were created by mistake or never went ahead.

This guide covers the everyday housekeeping actions on the Projects page. To create a project from scratch, see Create a Project.

Permission needed. Editing, updating status, and deleting all require the projects.write permission. If you only have read access, you can open and view projects but the Edit and Delete actions won’t appear.

Find the Project First

Every action starts from the Projects list.

1. Open Projects from the main menu.
2. Locate the project you want to change. Use the search box (matches project name, project code, or customer) or the filter panel to narrow the list.
3. Each row shows the project code, name, customer, type, dates, status, and an Actions column on the right.

For more ways to narrow a long list, see Find and Filter Projects.

Edit a Project

Editing lets you correct or update the project’s core details and timeline.

1. On the Projects list, find the project’s row and click the Edit (pencil) icon in the Actions column. You can also open the project and edit it from there.
2. The Edit Project page opens with the current details filled in. You can change any of these fields:

3. Click Save Changes.

The Save Changes button only becomes active once you’ve actually changed something. If you try to leave with unsaved edits, Rentablez asks you to confirm before discarding them.

Planned vs. Actual Dates

The Edit page separates your Planned Timeline from your Actual Timeline:

• Planned start and end dates are your original schedule and are required.
• Actual start and end dates are optional — fill them in as the project genuinely kicks off and completes.

Keeping both lets you compare what you scheduled against what really happened, which feeds the project’s timeline and reporting.

Update a Project’s Status

A project’s Status signals where it is in its lifecycle. Status is set on the Edit Project page — open the project for editing, choose a new value from the Status dropdown, and click Save Changes.

There are six statuses:

The status also appears as a colored badge in the Status column of the Projects list, so you can see at a glance where every project stands.

There’s no fixed sequence you’re forced to follow — you can move a project to any status. Use them to reflect reality: for example, set On Hold when a job pauses, or Cancelled if it falls through.

Delete a Project

Delete removes a project you no longer need — for example, one created in error or that never went ahead.

1. On the Projects list, click the Delete (trash) icon in the project’s Actions row.
2. A confirmation dialog titled Delete Project appears. Read the warning, then click Delete to confirm or Cancel to keep the project.

Deleting a project is permanent — it cannot be undone.

Projects with linked orders can’t be deleted. If the project has any orders attached, the delete is blocked and you’ll see a message that it may have linked orders. Unlink or reassign those orders first, or keep the project and set its status to Cancelled instead.

Deleting a project does not delete the orders or enquiries that were linked to it — only the project record and its cost/revenue tracking.

Related Articles

• Projects Overview
• Create a Project
• Find and Filter Projects
• Track Project Financials