To remove a referenced object, you need the Edit permission for the folder. The result of this operation is that the object is removed from the folder.
To remove an object that is in its home folder (symbolized by the red dot next to the object), you must have permission to remove it (refer to Setting Module Security in Security for more information).
Caution: The result of this operation is to remove all occurrences of the object from the system.
If you remove a scorecard from its home folder, it is totally removed from the system. If you remove a scorecard from a folder in which it is only referenced, the reference is removed from that folder. It is not from the system, and it may still be referenced in other folders.
When you remove a folder, you remove the folder and all of its content. If the folder you are removing contains an object in its home folder, then you will remove all occurrences of that object from all folders in the system. All other objects will be removed from this folder only.
If you try to remove a folder containing items for which you do not have permission to remove, you will only be able to remove those items for which you do have permission. The folder itself is not removed. After the removal is complete, some objects will be removed. You can open the folder and check the remaining objects to see why you were unable to remove them.
If you try to remove a folder that contains items that are hidden from you, you will not be able to remove the folder or any items in the folder. You can try removing its sub-folders one by one.
Users cannot be removed, but they can be disabled. Refer to Disabling a User. Value lists, life cycles, and phases can be removed unless they are in used by another object. If they are in use, then they cannot be removed, but you can disable them. Refer to Disabling an Object.
Note: If you select the Users hierarchy, the Remove button on the toolbar is replaced with a Disable button.
To remove objects and folders:
Caution: There is no undo for the Remove command!
- From the Setup drop-down list, select the hierarchy from which you want to remove the object/portfolio.
- Select the object or folder you want to remove.
- From the toolbar, click Remove.