Delete Planning Items

You can delete planning items if they are in a non-terminal status. You can delete planning items in two ways:

To delete a planning item from a record

Open the record and click the Delete button on the toolbar.

To delete planning items from the Planning Manager log

  1. Open the planning items log.
  2. Highlight the item or items you want to delete.
  3. From the gear menu, click Delete.

    Note: You cannot delete planning items from a master log.

See Also

Planning Manager

About the Planning Manager

Access Planning Items and Planning Sheets

Access Planning Items from Master Log - Business Processes node

Planning Manager Item Log (Attributes)

Planning Manager Sheet Log

Create a Planning Item

Bulk Edit Planning Items from the Planning Manager Log

Create a Planning Sheet

Copy a Planning Sheet

Open the Planning Sheet

Add and Manage Planning Sheet Rows

Add and Manage Planning Sheet Columns

Filter Planning Sheet Content

Copy Column Data

Modify Planning Items from a Planning Sheet

Grant Planning Sheet Permission

Understanding Reverse Auto-population

View the Import Audit Log

Print a Planning Manager Form



Last Published Sunday, July 20, 2025