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Delete a Budget Line Item


To remove a new line item from the budget.


If your budget is unlocked or has a budget amount of $0, you can use the steps below to delete budget line items.


A line item cannot be deleted when:

  • The budget is locked.
  • The budget line item has an 'Original Budget' amount greater than $0.
  • The budget line item has a budget change.
  • 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 change 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.
  • For companies using the ERP Integrations tool:



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

  3. Verify that the subtotal amounts were updated appropriately.