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Deleting an Allocation

You can only delete an allocation from the document that controls it. If you are deleting a budget allocation from a cost account, Proliance confirms whether to also delete any offsetting cost allocations.

Note: You cannot delete an allocation if it is currently funding a drawdown.

ClosedTo delete an allocation

  1. Open the document that controls the allocation that you wish to delete.
  2. Click the (Budget/Cost) Line Items page and then click Edit.
  3. Select the allocation that you wish to delete.
  4. Click Delete.

    5. Proliance prompts you to confirm the deletion.

  5. Click OK.

    6. Proliance removes the allocation from the grid.

ClosedTo delete an allocation from an expense pre-commit contract or expense change order

  1. Open the expense pre-commit contract or expense change order that controls the allocation that you wish to delete.
  2. Click the Schedule of Values page and then click Edit.
  3. Select the allocation that you wish to delete.
  4. Click Remove.

    5. Proliance prompts you to confirm the deletion.

  5. Click OK.

    6. Proliance removes the allocation from the grid.