Agree. This is a big issue for us . We should be able to remove historical plans when need from all the objects ( summary, stat, list) associated to prospect plans. We need to be able to accurate identify current plans and workload associated to the fundraiser under my fundraiser page, fundraiser tab and major giving management module.

Agree with the previous commenter - the Prospect Summary subtab of the Fundraiser tab is not as useful when it includes historical data, we need to be able to see the summary with Active Plans only. It would also be great to be able to filter by start date.

In order for the Fundraiser/Prospect Summary tab to be current and actionable our Development Staff need the summaries to include Active Plans ONLY.  It would be an incredibly helpful tool, particularly the 'Breakdown of selected plan type' that breaks plans by stage, though it would be more helpful with two additional filtering options- 1. Include an option to display results for All Plan types and 2. Include an option to filter out plans based upon their start date (NOTE:  We enter plans with future start dates in scenarios where Development know they will not start pursuing a particular plan with a prospect until a specific future date - could be 4 years out, for example.).