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 the Milestones tab in the top navigation bar
- 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, you can’t delete the Milestone until the Items are unassociated with it. To do this, open the Item detail view. In the Milestone section, remove the Item from the Milestone by clicking the X next to it. If the current association is the Milestone that needs to be removed, transition the Item to another Milestone first and then remove the association. To ensure you have unassociated all the Items, open the Milestone tab and check the Items column. If there are Items still associated with the Milestone, select the Items hyperlink for that Milestone to generate the list of Items that need to be disassociated.
If another user on the project has created Draft Items associated with the Milestone, you will be notified about who those users are when you try to delete the Milestone. They will need to follow the same steps above to disassociate their Draft Items from the Milestone before it can be deleted.