Deleting Versions of a Financial Plan
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NOTE
Data for a version must be deleted before you can delete the entire version.
Deleting One Version of a Financial Plan
To delete one version of a financial plan:
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On the row relevant to the financial-planning model for which you are deleting a version, click and then click Configure Versions.
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On the appropriate row, click and then click Edit Version.
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On the First Editable Period list, select a period that is on or before the first period that has data.
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Click Save.
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On the Configure Versions screen, click and then click Delete Editable Data. Permanently delete all of the version's editable data by clicking OK.
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On the Configure Versions screen, click and then click Delete Version. Permanently delete the version by clicking OK.
Deleting All Versions
To delete all versions of a financial plan:
- Repeat the procedure described in Deleting One Version of a Financial Plan until you have deleted each of the versions not marked as Baseline or Forecast in the relevant financial-planning model.
- On the row relevant to the Baseline version or Forecast version, click and then click Edit Version.
- Select the Baseline check box and the Forecast check box.
- Click Save.
- On the Configure Versions screen, delete the version that is not marked as Baseline and Forecast. One version will remain, and it is marked as both.
- On the remaining version, click and then click Delete Version.
- Click OK to permanently delete the version. After all the versions are deleted, the product lets you delete the financial-planning model.
NOTE
Data for a version must be deleted before you can delete the entire version.
Deleting One Version of a Financial Plan
To delete one version of a financial plan:
-
On the row relevant to the financial-planning model for which you are deleting a version, click and then click Configure Versions.
-
On the appropriate row, click and then click Edit Version.
-
On the First Editable Period list, select a period that is on or before the first period that has data.
-
Click Save.
-
On the Configure Versions screen, click and then click Delete Editable Data. Permanently delete all of the version's editable data by clicking OK.
-
On the Configure Versions screen, click and then click Delete Version. Permanently delete the version by clicking OK.
Deleting All Versions
To delete all versions of a financial plan:
- Repeat the procedure described in Deleting One Version of a Financial Plan until you have deleted each of the versions not marked as Baseline or Forecast in the relevant financial-planning model.
- On the row relevant to the Baseline version or Forecast version, click and then click Edit Version.
- Select the Baseline check box and the Forecast check box.
- Click Save.
- On the Configure Versions screen, delete the version that is not marked as Baseline and Forecast. One version will remain, and it is marked as both.
- On the remaining version, click and then click Delete Version.
- Click OK to permanently delete the version. After all the versions are deleted, the product lets you delete the financial-planning model.