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Deleting a Portfolio

You can delete portfolios that are no longer in use from the Organization work area. After a portfolio is deleted, no user will be able to access it from the Portfolios work area. When you delete a portfolio, any of its remaining workspaces in the Draft, Completed or Canceled workflow states are also deleted.

Proliance will NOT allow you to delete a portfolio in the following circumstances:

• The portfolio currently contains one or more workspaces in the Potential, In Procurement, Active, or Pending Completion workflow states.

Before you can delete a portfolio, every one of its remaining workspaces must be in the Completed or Canceled states. For more information on the workflow actions of a portfolio, see "Portfolio Properties Workflow Actions".

• The portfolio is the last remaining portfolio in your organization. However, the last portfolio remaining can be a template.

To delete portfolios, your security role must have permission to delete portfolio properties and workspaces. For more information, see "About Security Permissions".

To delete a portfolio

1. Open the Portfolio Properties register from the Organization work area.
2. Select the check box next to the portfolio you wish to delete and click Delete.

— or —

Open the workspace you wish to delete and click Delete .

3. Click Yes when Proliance prompts you to confirm.

The portfolio is deleted along with any of its Completed or Canceled workspaces.