Deleting Initiatives

If an initiative is assigned to multiple objects, you can choose to remove it only from the current object or from all objects.

  To delete initiatives:

  1. From the Browser View or report, select the object to which the initiative is assigned.

  2. On the report that is displayed, select Initiative.

  3. Select the initiative, right-click, and select Delete.

  4. Respond to the Confirmation message:

    • If the initiative is not assigned to other objects, click OK.

    • To only remove the initiative only from the current object, click No.

    • To delete the initiative from all objects to which it is assigned, click Yes.