Portfolio Administrators and Leads may delete a Procedure created in error. In most cases, archiving a Procedure is better: it keeps the Procedure and its work history.
- Select the Procedure and press the Actions tab in the detail pane.
- In the Disposal panel, press Delete….
- In the Delete Procedure dialog, press Delete.
What deleting removes
- The Procedure and its Steps.
- Every Assignment made from it, with their Tasks, Comments, and captured Field values.
- Its Triggers and its Related Procedure links. A Manual Trigger that also links other Procedures keeps them.
The Procedure's Resources are kept on the Portfolio's Resources tab, ready to reuse. To remove them too, see Manage a Portfolio's Resources.
Deleting can't be undone.
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