Delete budget

Only unused budgets can be deleted.

1. From the main menu select Meetings, Budgets
2. In the budgets list, find and select the budget row you wish to delete – you may need to adjust the parameters so that all budgets are visible.
3. Scroll across the list to check that the budget has no committed or spent activity
4. Click Delete Budget on the Actions tab
5. Click OK to confirm the action in the warning box that appears.

Used budgets that are no longer required can be made inactive

1. From the main menu select Meetings, Budgets
2. In the budgets list, find and select the budget row you wish to make inactive – you may need to adjust the parameters so that all budgets are visible.
3. Click Open Budget on the Actions tab
4. Untick the Active checkbox
5. Click the Save and Exit button to confirm the change

Important: Region, territory or team budgets will automatically be available to any new employee in that area.