Delete a budget group

If you no longer need a budget group, you can delete it at any time.

NOTE: You cannot delete a Global budget group, which is the default group created by the application. You can delete only the budget groups created by other users.

  1. Open the Budget Provider Configuration driver.

  2. Locate the budget group you want to delete.

  3. Click Save next to the group name to enable the dropdown list next to the group name.

  4. Click the dropdown arrow.

  5. Click Delete.

  6. On the Main ribbon, click Save.

  7. Click OK.