How to delete an engagement's financial data, or the engagement itself
Users with the Relationship Manager role and above (see the Detailed User Profile Permissions Table) can delete an engagement's financial data, the engagement itself, or both.
Step 1
Find the engagement and select Delete Data
On the Engagements tab, search for the engagement, then select the ellipsis (⋮) in the Actions column and choose Delete Data.
Step 2
Confirm the deletion
A Confirm Deletion window appears, warning that you will permanently delete the financial data for this engagement.
Leave the checkbox unchecked to delete only the financial data and keep the engagement itself. Tick Also delete engagement in addition to financial data to remove the engagement completely, along with its data, permanently and without any way to recover it.
Confirm the engagement name in the field provided, then select Delete Permanently.
Deletion is permanent and cannot be undone.