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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
  • 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.

Steps

  1. Go to a project's Budget tab. 
  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
09:44, 12 Aug 2016

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