Change or delete a predecessor

Prev Next

To change or delete a predecessor:

  1. Open a report that contains the record that you want to make changes to.

  2. Select Edit record icon or View record icon next to the entry for which you want to modify a predecessor.

  3. In the Predecessor field text box, highlight the predecessor that you want to change.

    • If you want to delete a predecessor, highlight the entry and press the Delete key.

    • If you want to change a predecessor, highlight a value and press delete. Then select the Add Predecessors button to add another.

  4. Select Save.