How to delete a line item or budget category

In the project budget, you can delete individual line items or entire categories when they’re no longer needed. The process is the same, but the option shown depends on what you’re trying to delete.

1. Click the three dots on the far right of the line item or category.
2. Select either Delete (for a single line item) or Delete budget category (for a full category).

You can only delete items that aren’t connected to anything else in the system. If there are links to other records, the delete option will be blocked until those are removed.

To see what’s connected, click the line item name to open its detail view. Tabs will show badges indicating how many related records exist. For example:

• A badge on Purchase Orders means the item is included in one or more POs.
• A badge on Approved Costs shows there are approved invoices or receipts linked.
• Other tabs may include Subcontracts, RFQs, or Valuations.

Review and delete those connected records before attempting to delete the line item or category.