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Mark Projects for Deletion

You can mark a project for deletion only when the project is inactive. Projects so marked remain listed on the projects list page until the Delete Investments job runs.

Follow these steps:

  1. Open Home, and from Portfolio Management, click Projects.

    The list page appears.

  2. Expand the filter and filter the list for inactive projects.

    The inactive projects display in the list.

  3. Select the check box next to the project, and click Mark for Deletion.

    The confirmation page appears.

  4. Click Yes.

More information:

Deactivate Projects