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How do I delete Budgets?
Topic starter
07/10/2022 12:00 pm
How do I delete Budgets?
You can create multiple versions for each of your Budgets. Individual Budget Versions cannot be deleted when they are locked.
There are two reasons why a Budget Version is locked (see screenshot):
- It is the current Active Version
- It is the Original Baselined Budget and other versions exist.
To delete the current Active Version:
- Open another Version for the same Budget (if one exists) or the Original Baseline version and click the Set as Active button.
- Go back to the Budget List page and open the version you want to delete (now unlocked) and Delete it.
To delete the All Budget Versions, including Original Baseline:
- Open the Original Baseline version and click the Set as Active button.
- Go back to the Budget List page and open all other Budget Versions and delete them one by one.
- When all Budget Versions are deleted the Original Baseline Budget will become unlocked. Open it and Delete it.
This topic was modified 2 years ago 3 times by Admin
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