How to delete a cost in your project

Once an invoice or receipt has been processed in Planyard, it becomes a cost entry in your project. If a cost was added by mistake or needs to be removed for any reason, you can delete it. The associated budget values will update automatically.

Permissions

To delete a cost, you must either:

• Have access to all company features,
• Be the project owner, or
• Be invited to the project with permission to handle cost documents.

Note: Deleted costs cannot be restored. However, they remain visible in the company account for traceability.

How to delete a cost

1. Navigate to the relevant project.
2. Click Costs in the project menu.
3. Open the cost entry you want to delete.
4. Click Delete in the top right corner.
5. Enter a reason for deletion when prompted.
6. Click Delete to confirm.

The cost is now removed from the project and automatically excluded from the budget calculations.