How to Manage and Delete a Group in OnePlan

Direct Answer: How to Manage and Delete a Group in OnePlan

To manage a group in OnePlan, go to the configuration page, select General in the navigation, and expand the Group topic heading. From there, you can view the group’s name, template name, and template version, or rename the group. To delete a group, you must first remove all plans in that group using the Plan Cleanup tool, then delete the group itself — deleting a group is permanent and cannot be undone.

What This Article Covers: Group Management

This article covers how to view group information, change a group’s name, and permanently delete a group in OnePlan, including the required step of clearing out all plans before deletion.

What you will accomplish After reading this article, you will know how to: find the Group settings | view group name, template name, and template version | rename a group | delete all plans in a group with Plan Cleanup | permanently delete a group

Before You Begin: Group Management

Confirm you are in the correct group — deleting a group is permanent and affects only the group you are currently in.
Review What Are the Tools Options to understand the Plan Cleanup tool, which you must use before deleting a group.

Why This Matters: Group Management

Preventing Accidental Data Loss

Deleting a group is permanent. Requiring all plans to be removed first, using Plan Cleanup, gives admins a deliberate checkpoint before the group itself — and everything tied to it — is gone for good.

Keeping Group Records Accurate

Renaming a group as your organization’s naming conventions change keeps the Group Name field aligned with how your teams actually refer to the environment.

Step-by-Step: Managing and Deleting a Group in OnePlan

Task: View Group Information

Go to the configuration page and select General in the navigation.
Expand the Group topic heading.

The following information is available:

Group Name — The name of the current group.
Template Name — The name of the OnePlan template used to create the current group.
Template Version — The version of the OnePlan template used to create the current group.

Task: Change the Group Name

Place your cursor in the Group Name field. Delete the old name and enter a new group name.
Click Save.

Task: Delete a Group

Note: Before you delete a group, you must first delete all plans in that group. Go to Tools > Plan Cleanup, select all plans, and delete them. Only after all plans have been removed can the group itself be deleted. See What Are the Tools Options for detailed steps on using Plan Cleanup.

Go to Tools in the navigation and select Plan Cleanup.
Check the checkbox next to each plan you wish to remove, or check the Plan checkbox at the top of the window to select all plans.
Select Delete Selected Plans, then select Yes in the warning pop-up to confirm.
Once all plans in the group have been deleted, return to General > Group and confirm you are in the correct group in the Group Name field.
Click Delete Current Group. The Delete Group pop-up warning opens.
Select Yes in the pop-up to delete the group.

Frequently Asked Questions: Group Management

Q: Can I delete a group in OnePlan that still has plans in it?

A: In OnePlan, no. You must delete all plans in the group using the Plan Cleanup tool before you can delete the group itself.

Q: Is deleting a group in OnePlan reversible?

A: In OnePlan, no. Deleting a group is permanent, and all associated data is removed and cannot be recovered.

Q: What happens to plans deleted with the Plan Cleanup tool?

A: In OnePlan, plans and all associated data deleted with the Plan Cleanup tool are removed permanently, whether or not you go on to delete the group.

What to Do Next: Group Management

Delete all plans before deleting a group: - What Are the Tools Options

Review other General group settings: - Manage the General Group Settings