Delete a portfolio or a program

This lesson focuses on specific administrative functions that a Portfolio or Program manager may need to complete that does not fit into the typical work you will complete in the Portfolios area. 


Deleting a portfolio/program

  1. Tick the box to select the record from the Portfolio (or Program) list and click Delete from the ribbon.
     
  2. Or open the project in Portfolios and select Delete from the ribbon.
     
  3. Follow the verification prompt to permanently delete the record from the app. 
     

Important: This action can only be performed by a system administrator and cannot be undone. It will delete the portfolio or program record but unlike when a project record is deleted, all associated support items (issues, risks, change requests, etc.) will remain in the platform and can still be accessed from the Work area.
 

Download Job Aid: Understanding Portfolio/Program Status
 

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