Deleting budgets

If you wish to delete a budget that you no longer need, follow the steps below.

To delete a budget

1. From the JAMIS Administration home page > Setup tab, under Master Files, click Budgets. Or, from the top of any JAMIS Administration screen, click Master Files > Budgets. The Budgets screen appears.

2. In the Filters section, enter one or more search criteria for the budget that you want to delete. Your filter choices are: job number, cost element, labor category, employee.
   
   Hints: You can enter partial information in a filter field, such as 1 to retrieve budgets for all job numbers that begin with 1, or %1 to retrieve budgets for all job numbers that contain the number 1. You can leave all filter fields blank to retrieve all budgets.

3. Click Retrieve to list budget records that match the criteria you entered. The results appear in the bottom section of the screen.

4. If needed, scroll to find the budget that you want to delete. JAMIS displays the records in ascending order by job number. You can sort the list differently by clicking the appropriate column heading once or twice.

5. Click Delete to the left of the budget that you want to delete. A message asks you to confirm that you want to delete this budget.

6. Click OK to commit your deletion.

7. Repeat the appropriate steps as needed to delete additional budgets.