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Delete a Budget Line Item

Objective

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 the budget is locked, you can only delete line items whose "Original Budget" amount was $0 in order to preserve the accuracy of the original locked budget.
    • A budget line item cannot be deleted if it has an "Original Budget" value greater than $0, contains a cost modification, or has either a commitment or change order associated with it.
  • If your company has enabled the ERP Integrations tool:

Steps

  1. Navigate to the project's Budget tool. 
    This reveals the Budget page. 
  2. Click the Delete icon for each line item you want to delete.

    Delete_Line_Item.png
     
  3. Verify that the subtotal amounts were updated appropriately.
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Last modified
11:29, 13 Apr 2017

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