Refer to the Uploading section for more information on how to upload the ‘Delete’ action.
To Delete existing Budgets, More4apps recommends downloading the specific Project, Plan Type, and Plan Version Number you want deleted to the sheet.
To delete a Budget Version, the ‘Budget Versions Upload Action’ must have the ‘Delete’ action. When you delete at the Budget Versions level, the entire budget including Planning Resources and Plan Lines will be deleted.
You cannot delete budgets that have the status of ‘Original Baseline’ or ‘Current Baseline’. The example below has the ‘Delete’ action against budgets with a status of ‘Original Baseline’ and ‘Current Baseline’. The attempt to delete the budget with ‘Original Baseline’ and ‘Current Baseline’ will fail with an error.
Planning Resources and Plan Lines cannot be deleted individually.
Once the desired Budgets are marked for Delete, upload the changes to Oracle.
The ‘Deleted’ status is returned to the sheet for Budget Versions once they are successfully deleted from Oracle.
