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Delete plans in the Scenario Planner

Last update: Fri Sep 13 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can delete plans that you created. You cannot delete plans that are shared with you.

Access requirements

Expand to view access requirements for the functionality in this article.
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ÃÛ¶¹ÊÓƵ Workfront plan*

  • New: Ultimate

  • The Scenario Planner is not available for the new Workfront Select or Workfront Prime plans.

    Current: Business or higher
ÃÛ¶¹ÊÓƵ Workfront license*

New: Light or higher

Current: Review or higher
Product*

  • For the new Workfront plans:

    ÃÛ¶¹ÊÓƵ Workfront

  • For the current Workfront plans:

    ÃÛ¶¹ÊÓƵ Workfront

    ÃÛ¶¹ÊÓƵ Workfront Scenario Planner

For more information, see Access needed to use the Scenario Planner.
Access level Edit access to the Scenario Planner
Object permissions

Manage permissions to a plan

For information on requesting additional access to a plan, see Request access to a plan in the Scenario Planner.

*For information, see Access requirements to Workfront documentation.

Delete plans

IMPORTANT
You cannot recover deleted plans.

You can delete a plan or you can delete one scenario in a plan.

Delete plans

IMPORTANT
Consider the following when deleting plans:
  • All information related to the plan is also deleted. This includes all the scenarios and initiatives associated with the plan including information about job roles and costs. This information cannot be recovered.
  • If the plan contains a published scenario, the projects linked to the deleted initiatives are preserved and the Scenario Planner area remains in the Project Details section.
For information about publishing initiatives to projects, see Update or create projects by publishing initiatives in the Scenario Planner.

To delete a plan:

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Scenarios.

    A list of plans displays.

  2. Click the name of a plan to open it.

  3. Click the More menu to the right of the plan name, then click Delete > Yes, delete it.

    The plan is deleted and you return to the list of plans.

Delete scenarios delete-scenarios

IMPORTANT
Consider the following when deleting a scenario:
  • Deleting a scenario deletes all initiatives and their information from the scenario. If they are copied to other scenarios, the initiatives remain on the other scenarios.
  • When deleting a scenario, the subsequent scenario takes on the number of the deleted scenario and the counting order is preserved. For example, if you delete Scenario 4, Scenario 5 becomes Scenario 4.
  • If some initiatives on the scenario are published, the project linked to the initiative is preserved and the Scenario Planner area remains on the linked projects
  • If the published initiatives exist on another scenario, they remain on that scenario, including their link to the project. Publishing those initiatives from the other scenarios updates the linked projects with new information from those scenarios.
For information about publishing initiatives to projects, see Update or create projects by publishing initiatives in the Scenario Planner.

To delete a scenario:

  1. Go to the plan for which you want to delete a scenario.

    By default, the Initial scenario displays.

  2. Click Compare scenarios.

  3. From the upper-right corner of the scenario card, click the More menu , then click Delete.

    The scenario is deleted.

  4. Click Save plan to save your changes.

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