Delete or Archive a Plan

This article explains how to delete or archive a plan.

Deleting a plan also deletes that plan's financial plan, resource plan, tasks, etc.

Archiving a plan saves all plan data and can be restored from the OnePlan Admin pages. See Restore archived plans.

Video Length - 1:21

Delete a Plan

Be cautious when deleting a plan. There is no undo option.

From the Home Page

Type the name of the Plan into the text field, then click Delete.
In the Plans panel, click the hamburger menu next to the desired Plan > select Delete. The Delete Plan form will open.
Type the name of the Plan into the text field, then click Delete.
Click Yes on the confirmation pop-up to confirm the deletion.

From the Global Search Bar

Search for the desired Plan.
In the search results, click the kebab menu next to the Plan. Then select Delete.
Type the name of the Plan into the text field, then click Delete.
Click Yes on the confirmation pop-up to confirm the deletion.

From Recents or Favorites

From the top navigation bar, click on either the Recents or Favorites icon.
Click the kebab menu next to the desired Plan. Then select Delete.
Type the name of the Plan into the text field, then click Delete.
Click Yes on the confirmation pop-up to confirm the deletion.

From the Portfolio List

Locate the desired plan from the List view.
Click the hamburger menu next to the desired Plan > select Delete. The Delete Plan form will open.
Type the name of the Plan into the text field, then click Delete.
Click Yes on the confirmation pop-up to confirm the deletion.

Archiving a Plan follows the same procedure as deleting a plan. Rather than clicking Delete in the Delete Plan form, click Archive.