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:

  1. Open the record.
  2. From the toolbar, click Delete.

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 Tuesday, April 8, 2025