How do I close or delete an action plan?

When a cultivation process is complete or no longer relevant, you'll need to either close the action plan to preserve its history or delete it entirely. 

Step 1: Closing an action plan 

Method 1: Using status change 

1. Open the action plan details page 

2. In the Plan Details section, change the Status to "Closed" 

3. Make sure you've entered a Result and Result Date in the Plan Ask section (required for closing) 

4. Save your changes 

Method 2: Using the More menu 

1. Open the action plan details page 

2. Click the "More" dropdown menu in the upper right corner 

3. Select "Close" 

4. Ensure you've entered a Result and Result Date in the Plan Ask section 

5. Save your changes 

Step 2: Understanding closure implications 

1. Closed plans remain in the system with all their history intact 

2. If the Result was "Yes," the plan shows 100% of committed amount in reports 

3. If the Result was "No," "Maybe," or "Later," the plan shows 0% in reports 

4. Closed plans no longer appear in active follow-up queues 

Step 3: Deleting an action plan (if necessary) 

1. Open the action plan details page 

2. Click the "More" dropdown menu in the upper right corner 

3. Select "Delete" 

4. Confirm your decision when prompted 

Step 4: Understand deletion limitations 

Plans cannot be deleted if they have any of the following associated data: 

1. Pledges 

2. Contributions 

3. Follow-ups 

4. Contact history 

5. Notes 

6. Attachments 

If you need to delete a plan with associated data, you must first remove all these items. 

What else do you need help with? 

• Understanding Moves Management Action Plans 
• How do I create a Moves Management action plan? 
• How do I create multiple action plans using Bulk Upload?