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New Ruddr workspaces are pre-loaded with sample data so you can explore Ruddr before entering your own. You can remove it at any time by clicking the Remove Sample Data button in the Sample Data section of Workspace Settings. The button only appears while your workspace still has sample data.

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What gets deleted

Removing sample data deletes every sample record that Ruddr created: the sample clients, contacts, projects, members, companies, opportunities, invoices, payments, time entries, expenses, timesheets, and allocations. It also deletes anything you added to that sample data while trying out Ruddr. This includes:
  • Time entries tracked to a sample project, or tracked by a sample member.
  • Expense reports and expense items on a sample project, or submitted by a sample member.
  • Allocations on a sample project, or assigned to a sample member.
  • Tasks and project team assignments on sample projects, and any task assignments for sample members.
  • Invoices for a sample client, including invoices you created or published yourself.
  • Opportunities for a sample company, including opportunities you created yourself.
  • Timesheets belonging to sample members.
Removing sample data cannot be undone. If you’ve tracked real work against a sample client or project, move those time entries and expenses to one of your own projects before removing the sample data.

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What is kept

Clients, projects, and members that you created yourself are kept, along with their time entries, expenses, allocations, invoices, and other data. Where your own data refers to a sample member, Ruddr keeps the record and updates the reference:
  • If a sample member is the relationship owner or sales representative on one of your clients, projects, or opportunities, that field is cleared.
  • If a sample member is the manager of one of your members, you become that member’s manager.
  • If a sample member is the internal expense approver or time off approver for one of your members, that field is cleared.
  • If a sample member is the only approver on a time or expense approval step, you are added as the approver for that step.
Your own member profile is also reset so that it no longer reflects the sample data. Your active start date is reset to the date you joined the workspace, and your default cost rate and utilization target are cleared. You can set these again from your member profile.