In the left navigation pane, click Investment Planning. The Investment Planning tab opens. In the left-hand column, click Plans. The Plans spreadsheet opens.
Select the plan you want to delete by checking the box to the left of the plan name.
From the Action menu, click Delete. The following message will appear: Are you sure you want to delete selected plan(s)?
Click OK. The plan will be deleted. (Click Cancel if you don't want to delete the plan.)