Show TOC

 Deletion of Objects

Use

You use this function to delete objects without having to set a deletion flag.

Integration

In order to delete an object, certain prerequisites must be met. These prerequisites are influenced by the status and the lock logic of the object and the authorizations you have for the object.

Prerequisites

Object

Prerequisites

Project element

  • The project element does not yet have the status Assigned

  • The project element and the superior project element (if one exists) are not locked

  • For checklist items: the checklist item is changeable

  • You have administration authorization for the project element

Document

  • The document has the status In Process

  • The document is not locked

  • The document is not checked out by another user

  • The project element to which the document is assigned meets the prerequisites for deletion

  • You have write authorization for the document

Template

  • The template still has the status Created

  • The template is not locked

  • You have administration authorization for the template

Collaboration

  • The project element to which the collaboration belongs is not locked and not completed/finished

  • You have write authorization for the collaboration

Object link

  • The project element to which the object link belongs is not locked and not completed/finished

  • You have write authorization for the object link

Process step, tool, or characteristic of a control plan. You cannot delete a control plan itself.

  • The control plan still has the status Created

  • The control plan is not locked

  • The project element to which the control plan belongs is not locked and not completed

  • You have administration authorization for the control plan

Individual approval or decision maker

  • You have not yet begun the approval.

    However, your system administrator can set up the system so that you can still delete individual approvals after the approval process has begun.

  • The individual approval has not been granted or rejected yet

  • The approval for the phase is not complete yet

  • You have administration authorization for the approval

Activities

The following table shows you how and where you can delete various objects:

Object to be deleted

Where you must be located

What you must do

Project element

In the editing view of a project

Select the project element in the structure tree and choose Delete

Document

In the editing view of a project on the Documents tab page

Select the document in the document folder and choose Delete

Template

In the editing view of a template

Select the template and choose Delete

Collaboration

In the editing view of a project on the Collaborations tab page

Select the collaboration and choose Delete Link

Object link

In the editing view of a project on the Objects tab page

Select the link and choose Delete

Process steps, tools, or characteristics of a control plan version

In the editing view of a control plan version

Select the element you want to delete in the overview and choose Delete

Individual approval or decision maker

In the editing view of a phase on the Start of the navigation path Approval tab page Next navigation step Decision Maker End of the navigation path

Select the individual approval and choose Delete