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How to Delete a Plan Using the Plan Designer

Manuel Gonzales
  • Updated

Overview

You need to delete a plan that isn't needed and you are looking for instructions on how to do this from the Plans UI.

 

Solution

Note: A plan can only be deleted if the first plan version is still in a Draft state. If the plan version has already been launched/deployed, it can only be archived.

In order to manage the plans, one needs to use the Plan/Config user for the provider.

  1. Log in to the Plan Designer with the Plan User.
  2. Go to the Plans tab and select the plan to delete.
  3. Click on the options (3 dots) to the right of the plan name.

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  4. Select the Delete Plan option. 
    Note: If the option is greyed out, it means a plan version was previously published and the plan can no longer be deleted.
  5. Click Delete on the confirmation dialog to complete the process.

 

Testing

The deleted plan will no longer show in the Plans list.