Delete Sections from the Cost Tracker in Portfolio Financials
Objective
To delete sections from the Cost Tracker in a Portfolio Financials project.
Background
The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.
Things to Consider
- Required User Permissions:
- 'Full Access' to the project or higher.
- Additional Information:
- You cannot delete a section while cost items exist under it. Any cost items must be moved to a different section before being able to delete the section. See Edit Cost Items in the Cost Tracker.
Steps
- Navigate to the Cost Tracker section of the Project Page.
- Hover over the section you want to delete.
- Click the vertical ellipsis icon and click Delete.