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Planview Customer Success Center

Deleting from the tentative report

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Question
I processed the tentative report on a service line that is not going to be recognized through Changepoint anymore. How do I delete it? The rest of the billing offices were committed at month-end.

Resolution
There is no delete option for tentative revenue. You can rerun the tentative revenue before it gets committed. If you need to exclude a service line, make it un-billable or adjust it to be 0 and then rerun the tentative revenue until getting the satisfactory result.