What you can change in a tab setup depends on the type of tab and what stage in the budgeting process you are in. For example, in the case of a Database Driver tab, you can make changes to the tab’s setup details BEFORE you edit the data (enter or change a value) in the worksheet. After you edit the data, you can only change the driver tab’s name, owner and administrators.
Right-click the tab name and click Edit, make your changes, then click Update and Finish.
Delete a tab
If you are unhappy with how you setup a tab and want to start again, or you no longer need a tab, you can delete it.
When you delete a tab, the entire worksheet and any data it contains is removed from Phocas and cannot be restored.
Right-click the tab and click Delete, then click Yes to confirm the deletion.