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Planview Customer Success Center

How do I delete an entity that is associated to a worksheet?

You can identify the worksheets that are associated to an entity by creating a worksheet report and filtering it by the specific entity. 

  1. Create a report with Worksheets as the entity type.
  2. Specify the entity in a filter:
    1. In the Query field, click New Criteria:
    2. In the Attribute field, specify the entity type of the entity that is associated to a worksheet.
    3. In the Operator field, specify "is".
    4. In the <Entity type> field, select the specific entity record.
    5. Click Update Criteria, and then click Create.
  3. View the report. The results will be the worksheets that are associated to the entity.
  4. Click the worksheets and then delete them.

 

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