Description
If a plan is no longer needed, you can delete it. This article explains how to delete a plan and what happens to the focus areas and goals inside it.
Reasoning
Keeping your plans list clean helps everyone focus on what's active and relevant. Delete plans that have been completed, cancelled, or created in error.
Quick Steps
Navigate to the Plans summary page.
Select the plan(s) you want to delete using the checkboxes on the left.
Click the Delete button in the toolbar.
Confirm the deletion in the confirmation dialog.
The plan and all its focus areas and goals are permanently removed.
Restrictions
Only administrators and plan owners can delete plans.
Deletion is permanent — there is no undo or recycle bin for plans.
You cannot delete a plan that is currently part of an active approval workflow.
Important: Deleting a plan removes ALL focus areas and goals inside it. Make sure you've exported or backed up any data you need before deleting.
Further Information
Create a New Plan — How to create a replacement plan.
Navigate the Plans Summary Page — Finding and selecting plans.