Itemizations cannot be permanently deleted from your Operational Budget; however, they can be archived or marked as a one-time cost, which will be automatically archived in the next year's budget.
You can always elect not to display Itemizations in your Reports or the Digital Budget Book.
Itemizations Imported from Personnel or Capital Budgeting
Itemizations that were imported from Personnel Budgeting or Capital Budgeting from previous years can be removed from your Operational Budget.
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To remove previously imported itemizations from your Operational Budget, click in to start a new Import.
- For additional instructions, see our training articles: Import a Personnel Budget or Import a Capital Budget
- Select Clear Itemizations Toggle and proceed with the new import.
This will import your new itemizations for this year and remove any previously imported itemizations from that operational budget.
Note: Not sure which Itemizations were imported? In the Worksheet, open the Columns menu, and check out the Data Source column. This column will identify if an itemization was imported from a Capital or Personnel budget.
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