Delete initiatives in the Scenario Planner
- Topics:
- Workfront Scenario Planner
CREATED FOR:
- User
You can delete initiatives on a plan that you created or on a plan that someone shared with you. You cannot recover initiatives that you deleted.
Access requirements
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New: Ultimate
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The Scenario Planner is not available for the new Workfront Select or Workfront Prime plans.
Current: Business or higher
New: Light or higher
Current: Review or higher
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For the new Workfront plans:
Adobe Workfront
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For the current Workfront plans:
Adobe Workfront
Adobe Workfront Scenario Planner
For more information, see Access needed to use the Scenario Planner.
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 initiatives
Consider the following when deleting initiatives:
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Deleting an initiative removes the required amount of job roles and the cost information associated with the initiative from the plan.
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Deleting an initiative that was created by importing a project does not delete the project associated with the initiative.
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Deleting an initiative that has been published to a project at least once results in the following:
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The initiative is deleted from the scenario but the Scenario Planner area remains in the Project Details section.
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If the initiative you delete is the only published initiative on the scenario, the indicator that the plan has been published is also removed.
For information about publishing initiatives to projects, see Update or create projects by publishing initiatives in the Scenario Planner.
For information about creating initiatives by importing projects, see Import projects to plans in the Scenario Planner .
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You can delete one initiative at a time, or you can delete multiple initiatives in bulk.
Delete one initiative
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Click the Main Menu icon
A list of plans displays.
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Click the name of a plan to open it, then locate the initiative you want to delete.
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Do one of the following:
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Click the More menu
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Select the box to the left of the initiative, then click Delete on the floating menu that appears at the bottom of the plan, then click Yes, delete it.
The initiative and its job role and cost information are deleted from the plan.
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Click Save Plan to save your changes.
Delete initiatives in bulk
- Click the Main Menu icon
A list of plans displays.
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Click the name of a plan to open it, then locate the initiative you want to delete.
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Select the boxes to the left of the initiatives that you want to delete, then click Delete from the menu that appears at the bottom of the plan, then click Yes, delete them.
The initiatives and their job role and cost information are deleted from the plan.
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Click Save Plan to save your changes.