Deleting a Baseline on the Financial Planner

When a previously saved Baseline is no longer required, it can be deleted. This article details the deleting of a Baseline within the Financial Planner.

  1. From the Icon Bar click Project List .
  2. From the Project List page, select the Project you wish to edit by following one of these steps:
    1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
    2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

  3. From the Project Edit page, hover your mouse over the Planners tab and select Financial Planner from the available options.
  4. Click the Baseline list box. From the list of available options choose Manage Baseline, which will open the Manage Baseline dialog box.

    Click Save Baseline

  5. Select the respective selection box, depending on whether deleting all or multiple baselines:
    1. To the left of the baseline name(s), click the check box(es) to select baseline(s).
    2. At the far left of the header, click the delete button to delete selected baseline(s)
      OR
    3. To the left of the single baseline, click the Delete button to delete.

      Click Delete

  6. Upon the confirmation dialog box displaying, click Yes to confirm the deletion.
  7. Click Close to return to the previous page.