How do I delete a cost plan?

Fabio11
Kilo Explorer

I created 4 cost plans, but I need to delete them. Anybody knows how to do it?

5 REPLIES 5

AshishKM
Kilo Patron
Kilo Patron

Hi , not sure about 'what exactly your are referring here' but if you has admin role then sure you can delete records you created. I checked on my dev instance there is no such module with name "cost plan" , are you referring some custom module name.

If this answer not solve your problem , give more details.

 

Thanks,

Ashish

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Hi Sachin,

  Your suggestion was very helpful. I think I have not permission to delete the Cost Plan. The admin access is with PMO. I´ll talk to them and request deletion.

  Thank you,

Fabio

 

 

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sachin_namjoshi
Kilo Patron
Kilo Patron

Hi,

 

Cost plans are tied to demand or project.

You need to open your project and then navigate to cost plan related list and then delete required cost plans.

After you delete cost plans, corresponding cost plan breakdowns( Task and child level)  also will be deleted.

Please refer below for more details

 

find_real_file.png

 

Regards,

Sachin