Delete Expenses from a Plan

You can delete an expense type from the Expenses Resource Assignments grid if the resource record does not have any job-to-date (JTD) amount and is not included in the baseline.

To delete resource rows, your Vision security role must have Full, Add/Modify, or Modify Only access rights for Project Planning. The icon that you use to delete a row does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To delete an expense type from the Resource Assignments grid, complete the following steps:

1. In the Project Management workspace, select the project for which you want to delete a resource.
2. Click the Planning tab.
3. If the Expenses page is not displayed, click the name of the currently displayed page, and click Expenses on the drop-down list.
4. Click Check Out on the Planning toolbar.
5. In the Expenses Planning grid, open the WBS element for which you want to delete an expense type.
6. On the Resource Assignments grid, hover over or click the expense type row that you want to delete, and click at the end of the row.
7. Select Delete on the drop-down list. iAccess checks for assigned JTD and whether the resource record is included in the baseline.
   • If there is JTD, iAccess displays a message asking if you want to delete only the planned amounts for the expense type.
   • If the expense type record is in the baseline, you can only delete associated planned amounts for the expense. You cannot delete a record that is included in the baseline.
8. Follow the iAccess prompts to delete the record.

   Note: If you select Yes to remove the planned amount, the associated ETC amount changes to zero.

9. Click on the Planning toolbar to save the plan.