Deleting an Organizational Element

You can delete organizational elements in the Project Navigator. You should take care when deleting an organizational element, as it might be referenced by other organizational elements or by processes.

To delete an organizational element:
  1. Expand Organization in the Project Navigator Organization will expand to show Organizational Units, Roles, Groups, Participants, Holidays, Calendars, and Business Parameters
  2. Expand the element category where the element to be deleted is to be found. For example, expand Organizational Units to be able to delete an organizational unit. Any existing elements will be listed. If you cannot expand an element category, there are no elements under that category which can be deleted.
  3. Right-click on the element you want to delete and select Delete () from the context menu. Alternatively, select the element to be deleted and press the Delete key. Often an element will be referenced, that is used, by other elements or objects. For example, a role may have activities assigned to it. If this is not the case, The organizational element will be deleted with no further confirmation. If the element is referenced, the following prompt will appear:
    This object is being referenced by others. Delete anyway?
    In this case, proceed to step 4.
  4. Determine if the dependency is important to your project. If it isn't, press OK. If it is or if you are not sure, press Cancel. The element will be deleted or not according to your choice.
    Note: You cannot undo an Organizational element deletion.
When deleting an organizational element, other elements or objects in the project may be affected, as follows:
Element Description
Organizational Units
  • When deleting an organizational unit to which participants belong, the participants are automatically moved to the first level in the organization.
  • After deleting the organizational unit, the deploy preferences for any processes currently deployed to the unit are changed to be deployed to the root organization instead.
  • When deleting an organizational unit to which other organizational units belong, the dependent organizational units are also deleted.
Roles
  • If a role which participants are assigned to is deleted, the participants will not be assigned to any role.
Groups
  • Groups may include other groups. If you delete a group which is referenced by another group, you may unwittingly remove roles from the referencing group. For this reason, you will be asked to confirm the deletion of a group referenced by others.
Holidays
Calendars
Business Parameters