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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
      OR
    • 'Read-Only' on the Budget tool and the user must be granted the granular permission to 'Delete Budget Line Items'. See "Grant Granular Permissions in a Permission Template" in the See Also section below.
  • 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" in the See Also section below.
    • 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" in the See Also section below.
  • If your company has enabled the ERP Integrations tool:
    • Deleted budget line items are synced with the integrated ERP system during the export process. See "Export a Budget to an Integrated ERP System" in the See Also section below.

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.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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