How can I delete categories from my Budget or make changes to my Budget?

Users of Grantmaking that are subscribed to the Budget module have the ability to create their budget setup for the year, then Open the Budget Year so that they can carefully track payments that hit their Budget categories and line items. On occasion, clients may see that they wish to make alterations to their Budget.
There are two answers to this question:

1. You can delete any existing Payment records that are allocated to the Budget Fiscal Year so that no items are attached to the Budget. Once this is done, you will have an option in the Budget Fiscal Year in question to Return to Planning Mode. Once the Budget is in a Planning state, you may make any adjustments you wish.

2. If you are unable or unwilling to delete existing Payment records that have been allocated to your Budget Fiscal Year in question, please contact
Blackbaud Customer Support. Please let us know what specific adjustments you want made to the Budget as these changes must be committed by our Contracted Services team and will likely come at cost.

Steps to Duplicate

1. Launch and log into your Blackbaud Grantmaking site
2. Launch > Budget
3. Budget module loads > click any Fiscal Year
4. Within the Fiscal year, click arrow symbol next to the item you want to delete > no delete option exists

Environment

 Internet Explorer
 Gifts Online

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