04.14.03 Deleting Entire Plan Sets

Last Updated: 2022-05-09 13:47

We do not do this often, but we start this article with a Warning.

Warning - Deleting Plan Sets can cause permanent data loss in your project!

When you delete a Plan Set, any Pages that exist because of a plan or plans that only exist in the select Plan Set are removed from the Plan Organizer. This affects every bid in the project, not just the bid from which you accessed the Plan Organizer. If in doubt, click Cancel! Removing a Page from the Plan Organizer means that takeoff, annotation, and other objects stored on this Page, in any Bid within this Project, are deleted, permanently.

If you are unsure if this Page has been used - click Cancel, then double-check every Project to see if there was anything drawn or saved on the Page. You must open each Bid in the Project and look at the Page to verify it has not been used.

Deliberately deleting a Plan Set is only one way a Page (or Pages) can be removed from a Project, see the articles that that precede and follow this one for details on how you can inadvertently cause one or more Pages to be remove, which results in the same consequences as deliberately deleting a Plan Se.

Sometimes, deleting a Plan Set is a non-issue. If there are no Pages created by plans that only exist in this Plan Set, or the Pages that are only associated with this Plan Set have never been used, deleting the Plan Set should be OK, although it pays to be very cautious when deleting Plan Sets.

Let us look at the following project's Plan Organizer.

Plan Organizer setup to show several Plan Sets and several Plans Pages

As you can see, we have added three Plan Sets (Original, Rev 1, and Rev 2).

The Original Set created Pages A1.20, A2.21, A2.22, and A2.23.
The 2nd Set (Rev 1) was an update to A1.20 so it did not create any additional Pages.
The 3rd Set (Rev 2), was an update to A2.21 and A2.23 and created Pages 000007 and A2.22b.

There are a total of 6 Pages in our Plan Organizer, built from a total of 10 Plans.

Deleting a Plan Set

You may decide that you no longer need a Plan Set. Sometimes, deleting a Plan Set is a non-issue, but sometimes deleting a Plan Set can have serious consequences. It is important to understand the following example of working with multiple sets.

Getting back to our example above, we can see that Pages A2.22 only exists in the Original Set (A2.22 is unique to the Original Set), and Pages 000007 and A2.22b only exist in Rev 2 (they are unique to that Set).

For the sake of demonstration, we are going to delete the "Rev 2" Plan Set.

Open the Plan Organizer and click Edit Bid Information.

Right-click anywhere in the Plan Set column and select "Delete Plan Set".

Deleting a plan set requires confirmation of action.

Any time you delete a Plan Set you are prompted to confirm your action.

Click Yes, Delete Plan Set.

Deleting a plan set requires confirmation of action.

Notice, both 000007 and A2.22b have been removed from the Plan Organizer. Because they only existed in "Rev 2", when we delete "Rev 2", the unique Pages were removed.

At this point, nothing has been deleted from your project.

To commit the changes to the Plan Organizer, you must click Save. The program displays "Updating Plans" process box while the Plan Set is deleted and the Pages removed.

If you click Cancel or close the Plan Organizer without saving your changes, the delete action is not performed.

Warning

We cannot caution you enough to take great care when deleting Pages or causing a Page to be deleted. Do not dismiss the warning prompt until you consider the consequences of your actions. You may not be the only person using that Pages in a bid within the project. If the Page was not added in error, it is best to leave it, you can even change its Discipline to "unneeded" or something like that to isolate it from working Pages.

Deleting Plans from a Plan Set

Activating Plan Set(s) for a Bid