Removing Budget Items

Objective

After completing this lesson, you will be able to execute the steps to remove budget items.

Introduction

When managing budgets, you may need to remove budget items that are no longer needed, such as test budgets. There are two ways to do this:

  • Manual Removal - Remove budget items directly from the Budget Items tab. Simply select the budget, choose the Remove button, and confirm the deletion.
  • Bulk Removal via Excel - Use this method to efficiently remove multiple budgets at once.

How to Remove Budget Items

Follow these steps to bulk remove budgets. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Steps

  1. On the Budget Items tab, select the Send to Excel button. An Excel file containing all created budget items will download.

    The image shows a screenshot of the Budget Configuration interface with tabs for various settings. Buttons include: New, Modify, Remove, More, and New Team Budget. The table lists four budgets. The Send To Excel (highlighted in yellow) button is at the bottom of the page.

  2. Confirm the budget items to remove. In column O (Field Name: DELETE BUDGET ITEMS Y/N), enter "Y" for each budget item to be removed. Save the completed file.

    The image shows a screenshot of a speadsheet with a ribbon toolbar at the top offering various options for editing and formatting. Multiple columns are visible, each with its own heading, including Budget Item Name, Budget Item ID Name, Years Type Name, Budget Period, Date Entered, Budget Owner. Each row represent a separate budget item. The spreadsheet is filled with various data points across these columns. Two Y's are entered and highlighted under the column Delete Budget Items Y/N.

  3. On the Budget Items tab, select the More dropdown menu. Choose Import.

    The image shows a screenshot of the Budget Configuration interface with tabs for various settings. Buttons include: New, Modify, More (with options for Import (highlighted in yellow), Adjustments Import and Export, Change Logs, and Bulk Exports), and New Team Budget. The table lists four budgets.

  4. Browse and select the completed and saved Excel file. Choose Upload Budget Import File.

    The image shows a screenshot of a Budget Import window. It explains the imported budget items will be added for new budgets or updated for existing ones. There is a button labeled Download Import Template and a section titled New Upload, which prompts users to upload a budget import file in .xlsx format or .xlsx. Under the New Upload there is an Upload Budget Import File link highlighted in yellow.

  5. Review the results under the Upload History section.

    The image shows a screenshot of a Budget Import window. It explains the imported budget items will be added for new budgets or updated for existing ones. There is a button labeled Download Import Template and a section titled New Upload, which prompts users to upload a budget import file in .xlsx format or .xlsx. Under the New Upload there is an Upload Budget Import File link. An Upload History (highlighted in yellow) section presents columns and entries for Date, Status, Initiated By, File Name, Records Processed, and Records Failed. Two records are showing processed (highlighted in yellow).

Result

The image shows a screenshot of the Budget Configuration interface with tabs for various settings. Buttons include: New, Modify, Remove, More, and New Team Budget. The table lists two budgets.

References

TitleLink
Budget Admin Guide - Budget Item ImportBudget Admin Guide - Budget Item Import

Summary

  • Remove budget items manually from the Budget Items tab for individual deletions.
  • Use Excel for bulk removal by marking items with "Y" in the delete column.
  • Upload the updated Excel file using the Import feature to process removals.
  • Review removal results in the Upload History section to confirm success.

Learning

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