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Mass Deleting Accounts From Budget Projection
Mass Deleting Accounts From Budget Projection
Description of Issue
- How can I delete the accounts in the budget projection?
- View, Create, Modify, Delete budget permission is granted
Context
- Next Year Budget Entry
- Central Budget Entry
Cause
Accounts need to be deleted from projection
Resolution
To mass delete accounts from projection in Next Year Budget Entry:
Financials > Budgeting > Next Year Budget Entry
1. Enter [projection number]
2. Accept
3. Enter [segment(s)] if reducing find set or click Accept to pull in all accounts
4. (More/Menu) if Mass Delete does not display in ribbon
5. Mass Delete
6. Yes
To mass delete accounts from projection Central Budget Entry:
Financials > Budgeting > Central Budget Entry
1. Change Projection (if necessary)
2. Change Budget Projection dropdown (if necessary)
3. Click budget project number
4. Ok
5. To reduce find set click Advanced (optional) and enter segments and click Ok
6. Mass Delete Accounts
7. Yes
Additional Information