How do I delete a cost in my project?

In this article, you'll find a short guide on how to delete costs


Once an invoice or receipt has been processed in Planyard, it will be listed as a cost, and the corresponding amount will automatically be updated in the budget. If needed, costs can be deleted if the information was added mistakenly or for any other reason. Once a cost has been deleted, the impact on the project budget will automatically be adjusted.

Note that to delete a cost, you must have access to all company features, be the project owner, or have been invited to the project with permission to handle cost documents. 

A cost that has been deleted, can not be restored.

How to delete a cost

Navigate to the project where you want to delete the invoice and follow these steps:

  1. Click ‘Costs’ in the project menu row
  2. Click the cost that you want to delete
  3. Click ‘Delete’ in the top right corner
  4. You will be asked to supply a reason for deleting the cost. Add a comment and click ‘Delete’
The cost has now been deleted. Note that even though it is deleted on the project level, all deleted costs are still stored within the company account