Delete an Opportunity in Resource Management

If an opportunity is created by mistake or for some other reason you want to completely remove an opportunity, you can delete it. If the CRM application is not activated, use the Edit Opportunity form that is available from the Opportunity Plan Structure form to delete the opportunity. If the CRM application is activated, delete the opportunity in the Opportunities hub.

If the opportunity has resource assignments, deleting the opportunity also deletes the opportunity plan and all resource assignments for the opportunity. Before the deletion actually occurs, however, you are given an option to view the plan so you can verify that it is no longer needed.

To delete an opportunity in Resource Management:

1. In the Navigation pane, go to the Resource Management section and click Opportunity Plan Structure.
2. Select the opportunity that you want to delete.
3. On the Actions menu, click Edit Opportunity.
4. Click Delete.
5. When a confirmation message displays, click Delete.