To prevent a project budget from accidental deletion, you can only delete a project budget if the amounts for each account in the budget are individually cleared. Once you clear them and save the budget, agrē permanently deletes the project budget.
To delete a project budget
Navigate
to General Ledger > Manage
> Project Budgets.
The Manage Project Budgets window opens.
In the Fiscal Year box, enter a fiscal year for the budget that you want to delete.
In the Project box, enter the project for the budget.
If the project was defined as budgeted by location, from the Location box, enter the location of the project.
Click
Retrieve Budget.
The budget displays.
Note
A project budget exists only when an account has numbers in the year-accounting period cell of the table. A blank in the cell indicates that no project budget exists.
Select
an account with a budget and then click Edit.
The Edit Budget window opens.
In
the Annual Amount box, delete the displayed
budget amount.
The box must be completely empty of any number, even a zero.
Select the Divide Evenly Across Periods? check box to clear the period amounts.
Click Update.
Tip
You can also delete the numbers directly in the table; you don’t have to click Edit.
Continue deleting budget amounts until there are no remaining amounts, including zeroes, for each account and location if you have multiple locations.
Once all accounts are completely clear, click Save to delete the budget permanently.