Roadmaps can be deleted both individually, and in Bulk should the need arise.


  1. In Sisu, open a transaction.

  2. In the menu on the left, click Client Portal.

  3. Click the Associated Road to Close Template(s) drop-down, and deselect any templates you want to remove from the transaction.

  4. Click Update.

In Bulk
From within the Client Portal:
Click Roadmap Builder>Transaction Screen

Click the checkbox next to ID to select all, then click 'Remove' in the upper right.

You may have to do this a few times depending on number of transactions, or you may expand the number of records per page on the bottom selection to 100 to speed things up.

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