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Procore (en-GB)

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.

 Important

You can only delete a budget line item when a budget is locked and the budget amount is $0. A line item cannot be deleted when:

  • The budget line item has an 'Original Budget' amount greater than $0
  • The budget line item has a budget modification.
  • The 'Forecast to Complete' on the budget line item has a manual override/update.

Things to Consider

  • Required User Permissions:
  • 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 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:

Prerequisites

Steps

  1. Navgiate to the project's Budget tool.
  2. Click the Delete icon for each line item that you want to delete.

    delete-line-item.jpg
     
  3. Verify that the subtotal amounts were updated appropriately.

See Also