Remove a line-item
Select the project
Select Budget menu
Click on the three dots icon on the to be deleted line-item
Click on the Delete item
Line-item is now deleted
The delete button is gray and cannot be clicked
This happens when the line-item is already in use and therefore cannot be deleted. E.g. when an RFQ/ Subcontract/ Invoice contains the line-item.
Note: you can click on the line-item link to see where this line-item is used.
Menu does not have Delete button
This happens when you click on the three dots for a category. Category on its own cannot be deleted because it has dependents (sub line-items).
However if the category should be deleted then all of its sub line-items have to be deleted manually and when it no longer has sub line-items, it becomes a regular line-item and can then be deleted.
Example of the category menu: