Deleting Financial Assignments

This article shows how to delete a financial assignment.

Overview

Delete Financial Assignments

WARNING: We recommend making items inactive instead of deleting them. Delete removes all history and related data such as Actuals and Baselines. 

There ARE valid reasons for deleting records. Records can/should be deleted if a mistake is made creating them or if test or training records are no longer needed.

How To

Step 1: Select one or more assignment rows and click the trash can icon at the upper left of the page.

Step 2: Then respond to the delete warning message.