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Delete a Budget Line Item (CBF)


To remove a new line item from the budget.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the Budget tool
  • Additional Information:
    • If the budget is unlocked, you can delete a line item 
    • If a budget is locked, a budget line item cannot be deleted if it has an "Original Budget" value greater than $0, contains a budget modification, or has a manual override/update of the Forecast to Complete.
  • If your company has enabled the ERP Integrations tool:


  1. Go to a project's Budget tab.
  2. Make sure to ungroup the budget by clicking the x icon next to any groups in the Group drop-down menu.

  3. Click the Delete icon for each line item you want to delete.

  4. Verify that the subtotal amounts were updated appropriately.

See Also


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