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Procore

Delete a Budget Line Item

Objective

To remove a new line item from the budget.

Things to Consider

  • Required User Permissions:
  • 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 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:

Steps

  1. Go to a project's Budget tab.
  2. Click the Delete icon for each line item you want to delete.


     
  3. Verify that the subtotal amounts were updated appropriately.

See Also

 

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