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Deleting an Enterprise and Fiscal Calendar

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You are viewing content for Planview Portfolios.
You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

If your product includes multiple Enterprise and Fiscal Calendars, you can delete a calendar unless Financial Management has been used to enter financial data for that calendar's periods.

           

TIP

If you want to delete a calendar but cannot do so, help prevent it from being used in the future by prefacing its name with Do Not Use as you rename the calendar​​..

           

To delete an Enterprise and Fiscal Calendar:

  1. Click Enterprise and Fiscal Calendar.

  2. Click the Manage Calendars tab.

  3. On the relevant row, click the action menu > Delete.

  4. Click Yes.

           

Prerequisites (Why Can't I Delete an Enterprise and Fiscal Calendar?)

If you can't delete an Enterprise and Fiscal Calendar, contact your administrator to ensure that the following prerequisites are met.

User Role Features

At least one of the following features must be enabled on your user role.

Enabled Global or System Options

  • None.

Permissions

  • None.

Additional Prerequisites

  • No financial data is entered in any financial plan or investment plan that uses the calendar you want to delete.

           

If your system includes multiple Enterprise and Fiscal Calendars, you can delete a calendar unless Financial Management has been used to enter financial data for that calendar's periods.

Tip!

If you want to delete a calendar but cannot do so, help prevent it from being used in the future by prefacing its name with Do Not Use as you rename the calendar​​.

To delete an Enterprise and Fiscal Calendar:

  1. Click Enterprise and Fiscal Calendar.

  2. Click the Manage Calendars tab.

  3. On the relevant row, click the action menu > Delete.

  4. Click Yes.

           

Prerequisites (Why Can't I Deleting an Enterprise and Fiscal Calendar?)

If you can't delete an Enterprise and Fiscal Calendar, contact your administrator to ensure that the following prerequisites are met.

User Role Features

At least one of the following features must be enabled on your user role.

Enabled Global or System Options

  • None.

Permissions

  • None.

Additional Prerequisites

  • No financial data is entered in any financial plan or investment plan that uses the calendar you want to delete.

           

This article does not apply to this release; choose a different release.