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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:Β
- Open another Version for the same Budget (if one exists) or theΒ Original BaselineΒ version and click theΒ Set as ActiveΒ button.Β
- Go back to the Budget List page and open the version you want to delete (now unlocked) andΒ DeleteΒ it.Β
To delete the All Budget Versions, including Original Baseline:
- Open theΒ Original BaselineΒ version and click theΒ Set as ActiveΒ button.Β
- Go back to the Budget List page and openΒ all other Budget Versions and delete them one by one.
- When all Budget Versions are deleted theΒ Original Baseline Budget will become unlocked. Open it andΒ DeleteΒ it.
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