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.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Budget tool
    OR
  • 'Read Only' or 'Standard' level permissions on the Budget tool with the 'Delete Budget Line Items' granular permission enabled on your permission template.
• 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 change, 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.
• For companies using 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.

Prerequisites

• Unlock a Budget

Steps

1. Navgiate to the project's Budget tool.
2. Click the Delete icon for each line item that you want to delete.
   
   
    
3. Verify that the subtotal amounts were updated appropriately.

See Also

• Create Budget Changes
• Grant Granular Permissions in a Permission Template
• Add a Partial Budget Line Item