This article describes the steps required to delete a plan group.
Delete a Plan Group
Overview
Deleting a Plan Group
Getting Here: Click Products > Plan Groups
- If the Plan Group you want to delete displays the lock icon, remove all associated plans.
- Click the Plan Group.
- Go to the Plan Selections tab.
- Hover over the plan(s) in the right column and click the trash can icon to remove all plans from the Plan Group.
- Click Save. A red "X" displays next to the Plan Group indicating the Plan Group can be deleted.
- Click the red "X" icon next to the plan group that you wish to delete.
- A confirmation message displays. Click OK. The plan group is deleted.