Deleting a stage

To delete a stage:

1.  From your Project Drop-down select Plan>Work Breakdown.
   
2. From the Work Breakdown page, select , then select the on the far right of the stages line.
   
3. This will now reflect that the stage has been deleted:
   
4. Select  - that's it! 

Troubleshooting:

If you're having trouble deleting the stage, a few things to make sure would be:

• The Stage is in Proposal status.
• The Stage has not been used in a draft or finalised invoice.
• There are no WIP transactions against the Stage.
• There is no budget set for a Task under the Stage.

If you do have WIP against a stage, you can transfer this to a different stage.

If you need to change the Project status, you can do this from the Project details screen or the Work breakdown.