Cancelling a project or event - Abort project

Created by Carolina Mosing, Modified on Wed, 20 Sep 2023 at 05:18 PM by Julia Kasser

Until now, if a project or event was cancelled, it was not possible to withdraw staff members’ assignments and archive a project/event with only a few clicks.

Now, if a project or event is aborted, and employees have already been invited or assigned to it, or their assignment has been confirmed, the feature “Abort Project/Event” can be used. 

It annuls the assignments of all assigned/confirmed staff members for this event or project, and rescinds the invitation for invited staff. The project is automatically moved to "aborted" tab, and the affected employees receive a notification that the assignment has been cancelled. 

An active project/event can now only be deleted when no interactions (such as invitations, assignments) with staff members have taken place yet. Archived projects can be deleted when no one was assigned or confirmed.

Only future projects/events can be aborted. 

In project overview, the option " Abort event" can be found in the options at the right end of an event line for single events and after selecting multiple events in the additional options next to "Edit event" at the bottom of the screen.

Once you select Abort, you receive a warning asking whether you are sure you want to proceed: 

After confirming with “OK”, the events are aborted:

- The invitation list is deleted

- The assignments of assigned and confirmed employees are annulled

- Employees receive a notification titled “Planner has changed assignment status”

- The aborted events/projects are archived

PLEASE NOTE: Before aborting an event/project, we strongly recommend sending a personal message to the affected staff members to explain the reason for the cancellation. This can be done before confirming the cancellation via the checkbox "I would like to enter an additional comment for the notification." 

When a project or event is aborted, and no employees have been invited, assigned or confirmed yet, you can choose between “Delete project/event” and “Archive project/event”. 

Here is an overview of the different options available for cancelling, deleting, or archiving projects/events: 

If employees have been invited, assigned or confirmed: 

	Archive	Abort	Delete
Date is in the future	yes	yes	no
Date is in the past	yes	no	no

If no employees have been invited, assigned or confirmed yet: 

	Archive	Abort	Delete
Date is in the future	yes	no	yes
Date is in the past	yes	no	yes

What happens when a project is archived: 

- Invitation list and applications are deleted

- The assignments of assigned and confirmed employees are saved

- The project is archived and no longer shown in Staff Planning

Archived projects/events can be re-activated at any time.