Capital Project Tracking - Archive and Delete Trackers

Managing your Capital Project Trackers is simple. You can archive or delete Plans and Trackers at any time to keep your workspace organized and ensure you only see the information that matters most to your current Capital goals. 

Archive a Capital Project Tracker

1. To archive a Plan or Tracker, navigate to the Active tab. 
2. Select the Action Dots (...) next to the Plan or Tracker you wish to archive. 
3. Select the Archive Plan button.

Note: The Plan will move to the Archived tab, where it will remain accessible for 180 days if not restored. 

Delete a Capital Project Tracker

1. To delete a Plan or Tracker, navigate to the Archived tab. 
2. Select the Action Dots (...) next to the Plan or Tracker you wish to delete.
3. Select the Delete button. 

Note: The Plan or Tracker will be permanently deleted.