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How to delete a Milestone, when they can’t be deleted, and when you should delete a Milestone versus repurpose a Milestone
Deleting a Milestone
To delete a Milestone, follow the steps below:
- Click Milestones in the navigation panel
- Click the Options
button to the far right of the Milestone you want to delete
- Select Delete Milestone
- If you are deleting an active Milestone, select a new active Milestone
- Click the Delete button
Warning: Deleting a Milestone that has Scenarios associated with it will also delete all of those Scenarios and Scenario Items.
Deleting a Milestone with Items
If a Milestone has Items associated with it, it cannot be deleted until all associated items are removed. To do this, open the Item Detail view and, in the Milestone section, click the X next to the milestone name to remove the association. If the item is currently linked to the milestone you want to delete, transition the Item to another milestone first, then remove the original association.
To confirm all items have been unassociated, go to the Milestones tab and check the Items column. If items are still linked, click the Items (#) hyperlink next to the milestone to view a list of remaining items that need to be disassociated.
If another user on the project has created Draft Items tied to the milestone, you’ll be notified of who they are when you attempt to delete it. Those users must follow the same steps to unassign their draft items before the milestone can be deleted.
Deleting a Milestone with Timeline Dependencies
If a Milestone has been tied into the Project Timeline, it cannot be deleted from the Milestones page until all dependencies are removed. To do this, open the Project Timeline and select the Workspace view. From there, you can either delete the milestone directly or remove its timeline dependencies by clearing any associated predecessors or successors, and by ensuring it is no longer nested under a parent phase.
