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Delete a Budget Line Item

Objective

To remove a new line item from the budget.

Background

If your budget is unlocked or has a budget amount of $0, you can use the steps below to delete budget line items.

 Important

You can only delete a budget line item when a budget is locked and the budget amount is $0. A line item cannot be deleted when:

  • The budget line item has an 'Original Budget' amount greater than $0
  • The budget line item has a budget modification.
  • The 'Forecast to Complete' on the budget line item has a manual override/update.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • 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 a line item appears in the budget with a "?", it can not be deleted. See Add a Partial Budget Line Item.
    • If a line item is deleted that is associated with a financial item, even if that financial item's source or filter is not used in your Budget view, the line item will re-appear with a "?." See Add a Partial Budget Line Item.
  • If your company has enabled the ERP Integrations tool:

Prerequisites

Steps

  1. Navgiate to the project's Budget tool.
  2. Click the Delete icon for each line item that you want to delete.

    delete-line-item.jpg
     
  3. Verify that the subtotal amounts were updated appropriately.

See Also

If you would like to learn more about Procore’s budget management software and how it can help your business, please visit our construction budgeting software product page here.

 

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