Can I delete old budget projections

Owned by Knowledge Assistant
Last updated: Nov 07, 2023
1 min read



Description of Issue

There are old, unneeded budget projections in Define/Start Budget projection–can I delete them?



Context

  • Define/Start Budget Projection

  • Delete



Cause

Certain budget projections can be deleted, depending on the version of Munis being used.



Resolution

  • In Munis 11.3, unneeded Budget Projections can be deleted from Define/Start budget projection program. Any amounts that were posted to the GL by the projection(s) will not be affected, but users will no longer be able to view the projection in Define/start budget projection or Next Year Budget Entry/Central Budget Entry. 

  • In Munis 2019.1 and above, Budget Projections are assigned a status: Active, Outdated, or Posted. Projections that are in Posted status cannot be deleted, but projections that are in Active or Outdated status may be deleted. 

  1. Munis > Financials > Budget Processing > Define/Start Budget Projection

  2. Search or Browse projection to delete

  3. Accept searched projection number or Double-click from browse listing of existing projections

  4. Delete

  5. Ok



Additional Information

Projection will stay on screen and say (Del) at the bottom at record count section until screen is refreshed or search attempted again