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Delete a Planner type you no longer use, and move any work that uses it to another type. This guide is for MSP staff. Company users ask their MSP to review classifications.

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Before you start

  • You need Manage for Planner Types settings. Deleting also needs active billing.
  • Renaming a type with the pencil is often better than deleting it. See Manage Planner types and defaults.
  • If the type is in use, create the replacement type first.
  • A Planner type is shared across all companies. It is also a budget category.
If clicking the trash button shows a “Failed to check usage” message and no dialog opens, stop. Nothing has changed. Ask your MSP administrator or support to look into it.

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Delete an unused type

1

Open the Planner Types tab

Go to Settings > Customization > Types and choose Planner Types.
2

Click the trash button

Find the exact row and click its trash button.
3

Read the confirmation

Delete Planner Type names the type and says the action cannot be undone.
4

Click Delete

Click Cancel to keep the type, or Delete to remove it.
5

Verify

Check that the row is gone from the list.
Opening the dialog does not delete anything. If you delete the default type, deletion does not pick a new default. Click the star on the type you want afterward.

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Reassign work and delete a used type

1

Click the trash button

The dialog lists how many Planner items and budget line items use the type. Archived items count too.
2

Choose a replacement

Under Reassign to:, pick a different existing type. The type you are deleting is not in the list.
3

Check the replacement

Make sure the new type makes sense for every affected company.
4

Click Reassign & Delete

The button stays turned off until you pick a replacement.
5

Verify

Check the type list, a few affected Planner items and the relevant budgets.
If no suitable replacement exists, click Cancel, create the new type and start again. Cancelling reassigns nothing.

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What the dialog does not reassign

When the type is used by Planner templates or Standards categories, the dialog adds a second box that says “These records only lose their type link. They are not reassigned.” It lists the number of planner templates and Standards categories affected. After deleting, open those templates and Standards categories and choose a new type where you want one. See Create and manage Planner templates.

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Budget history

Draft and Pending Approval budget lines move to the replacement type. Approved and Obsolete budget lines keep their saved snapshot. Deleting the type clears their live link but does not rewrite the recorded name, so an old budget can still show the old category name.
Reassignment and deletion are not all-or-nothing. Planner or budget changes can save before a later step fails. If an error appears, look at the old type’s usage and the affected records before you retry. An error does not mean nothing changed.
Deleting a type reclassifies or unlinks records. It does not delete the Planner items or budgets. Confirm the final classifications before you call the task done.

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Troubleshooting

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Frequently asked questions

Settings > Customization > Types > Planner Types, then the row’s trash button.
No. Nothing changes until you click Delete or Reassign & Delete.
Planner items or budget lines still use this one. Pick a replacement first.
No. Pick a different type, or create the replacement first.
No. They move to the replacement type.
It lists them and says their type link will be cleared. It does not reassign them.
No. Approved and Obsolete budget lines keep their snapshot. Draft and Pending Approval lines move.
No. Some changes can save before a later step fails.
No. Click the star on the type you want.
No. Your MSP manages shared types.