Deleting an Initial Budget or Budget Change

You can delete an initial budget or a budget change only in the detailed view.

Attention! Data loss!

You cannot reverse the deletion of initial budget or budget change.

  1. Starting from the sidebar navigation, click > Planner > Calendar and navigate to the line of the element for which you want to delete a target or planned budget.

  2. Double click on the element.

    3. The detailed view will open.

  3. Go to the Target budget or Planned budget tab.

  4. Choose whether you want to delete an annual budget or a monthly budget.

  5. Select the fiscal year for which you want to delete the budget.

  6. Activate the checkbox of the entry you want to delete. If you want to delete several entries, activate the checkboxes of all entries to be deleted.

  7. Click Delete.

    8. A confirmation prompt is displayed.

  8. Click OK.

The selected entries will be deleted.