Delete an Item

Deleting an Item

If you truly no longer want to see an item within your plan or created an item in error, it can be deleted. 

 

To Delete From the Tree View:

Select the plan item's name (the text highlighted in blue)

 

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Once you open the plan item's details, click the 'Options' menu in the top right-hand corner of the card, represented by the ellipses icon.

 

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Click the 'Delete Item' option located at the bottom of your list of Options, then 'Confirm' to complete the deletion of the item. Note: If the plan item you are deleting has supporting items, deleting the parent item will also delete all of its children or supporting items as well. 

 

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From the List View:

Locate the plan item you wish to delete within your List.

 

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Click the 'Options' menu represented by the ellipses icon at the far-right end of the item's row in your List. Click the 'Delete' option located at the bottom of your list of Options. 

 

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Click 'Confirm' to complete the deletion of the item. Note: If the plan item you are deleting has supporting items, deleting the parent item will also delete all of its children or supporting items as well.

 

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If the Delete button is not available, it is because you have not been given editing permissions for that item or plan. Contact your plan administrator for assistance.