Delete a Cost Group from a Service Profile

You can delete a cost group from a service profile if it is not referenced in a fee estimate.

You cannot delete the cost groups for system-defined service profiles.

To delete a cost group from a service profile, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Fee Estimate Service Profiles.
2. Open the service profile.
3. Click the Cost Group tab and select the row that contains the cost group that you want to delete.
4. On the grid toolbar, click Delete.
5. Click Save.

Alternative procedure: You can disable a cost group if you do not want it to be available for selection on future fee estimates for this service profile. When you click the Disabled check box, the cost group is removed from the Cost Group drop-down in the Opportunity Info Center, but remains enabled for fee estimates that previously included the cost group.