Delete a Revenue Group

You can delete any revenue group at any time. When you delete a revenue group, only the grouping association is deleted; the individual projects remain intact in the Project Info Center.

To delete a revenue group, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Revenue > Revenue Groups.
  2. On the Revenue Groups form, click in the Search field to open the Project Lookup, and select the revenue group to delete.
  3. After the revenue group displays on the Revenue Groups form, on the form toolbar, click Delete.
  4. When you receive the Do you want to delete the current record? message, click Yes.

    The revenue group is removed from the Vision database.