How do I delete a line-item from my budget?

In this article you will find a step-by-step guide on how to delete line-items in your project budget

Line-items and budget categories can be deleted in Planyard. For a budget item to be deletable there can not be any information tied to the line-item, eg., related purchase order or subcontract. 

  1. Click 'Projects' in the top menu row.
  1. Select the project.

  2. On the budget category or line-item you want to delete, click the three dots furthest to the right.

  3. Click 'Delete'.