Deleting Investments

When organizing her spend, Sheila may find that she has planned more marketing investments than she will execute on, or she has accidentally duplicated them. By deleting unnecessary marketing investments or line items Sheila can easily correct this.

1. In your investment plan, find the marketing investment you would like to delete.

2. Do one of the following two options:

   • Select the investment and click the Delete button.

   • Right-click the investment and, in the displayed menu, click Delete Row.

The investment is deleted from the investments plan and moved to the recycle bin. When you delete a category or sub-category, everything beneath that grouping will be deleted as well. You can restore investments from the recycle bin within 30 days. After this period, items in the recycle bin will be permanently deleted. For details see Restoring Investments.