How to Edit or Delete a Resource or Team in OnePlan

Direct Answer: How to Edit or Delete a Resource or Team in OnePlan

To edit a resource or team in OnePlan, go to the Resource Center > Resources (or the Teams tab for a team) and select the pencil icon next to the row you want to change. To delete a resource or team, select the trash icon next to the row instead. Both icons appear at the start of each row, before the resource or team name.

What This Article Covers: Editing and Deleting Resources and Teams

This article explains how to open a resource or team for editing, and how to permanently remove one, directly from the row-level icons in the Resource Center and Teams list.

What you will accomplish: By the end of this article, you will be able to edit a single resource or team, and know where to go to delete one.

Before You Begin: Editing or Deleting a Resource or Team

A OnePlan account whose Enterprise Security Group includes the Manage Resources permission — this is required to edit or delete resources and teams in the Resource Center. Owner or Administrator permissions are not necessarily required.
If you need to update a field across many resources at once instead of one at a time, see How to Bulk Edit Resources in OnePlan.

Why This Matters: Editing and Deleting Resources and Teams

Delete removes the record; Inactive preserves it

Deleting a resource is different from marking it Inactive. Marking a named resource Inactive removes it from the license count while keeping its historical data in the Resource Center — see How to Remove a User from the OnePlan License Count. Deleting a resource or team using the trash icon is a more permanent action.

Step-by-Step: Editing or Deleting a Resource or Team in OnePlan

Task: Edit a Resource

Go to the Resource Center.
Find the resource you want to edit in the list.
Select the pencil icon next to the resource’s row. The Edit Resource form opens.
Update the desired fields and save your changes.

Task: Delete a Resource

Go to the Resource Center.
Find the resource you want to delete in the list.
Select the trash icon next to the resource’s row.

Confirm you actually want to permanently remove the resource before selecting the trash icon — if you may need this resource’s historical data later, mark it Inactive instead. See How to Remove a User from the OnePlan License Count.

Task: Edit or Delete a Team

Go to the Resource Center.
Select the Teams tab.
Find the team you want to change.
Select the pencil icon to edit the team, or the trash icon to delete it.

Frequently Asked Questions: Editing and Deleting Resources and Teams

Q: How do I delete a resource in OnePlan? A: In OnePlan, go to the Resource Center, find the resource in the list, and select the trash icon next to its row.

Q: What’s the difference between deleting a resource and marking it Inactive? A: In OnePlan, marking a resource Inactive removes it from the license count while keeping its historical data in the Resource Center. Deleting a resource with the trash icon is a more permanent action; use Inactive instead if you need to preserve history.

Q: Can I delete a team the same way I delete a resource? A: In OnePlan, yes. On the Teams tab of the Resource Center, select the trash icon next to the team you want to delete.

What to Do Next: Editing and Deleting Resources and Teams

Update many resources at once: - How to Bulk Edit Resources in OnePlan

Preserve history instead of deleting: - How to Remove a User from the OnePlan License Count

Review the full process: - Resource Center Administration in OnePlan - Overview