Deleting Plans

You can delete an individual plan from the Plan Detail page. You can delete multiple plans from the Plans list view.

Notes:

Deleting a plan also deletes the plan line items that belong to the plan.

You cannot delete a plan that has a status of "Active".

To delete a plan from the Plan Detail page:

1. On the Plans tab, click the name of the plan you want to delete.
2. On the Plan Detail page, click Delete.
3. Click OK.

To delete several plans:

1. On the Plans tab, select the checkboxes of the plans you want to delete.
2. Click Delete.
3. To confirm, click Delete Plans.

Note:

Only plans that are not "Active" are deleted.

Deleting Plan Lines

To delete a plan line item on the Plan Detail page:

1. Click on the plan line you want to delete.
2. Click Delete.