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1. Delete an Income/ Expense Plan

1.1. Prerequisites

A user with editing permissions can delete an Income/ Expense Plan of a specific budget.

1.2. How to

To Delete an Income/ Expense Plan within the Budget Management for Jira app, follow these steps:

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1.2.1. Go to the Budget Management for Jira panel.

1.2.2. Choose the budget for which you want to Delete an Income/ Expense Plan by clicking on the budget name link. This will take you to the overview page.

1.2.3. On the left-hand side, click on the Income/Expense tab, which will open the Income/ Expense list panel.

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1.2.3.1 To access more information about the Income/ Expense, click on the arrow located on the left side next to the Income/ Expense's name.

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Info

Deleting an Income/Expense or a specific plan of an Income/Expense is different.

1.2.4. Choose the Income/ Expense you wish to Delete from the list by clicking on the "Delete" (blue star) icon.

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1.2.5. Choose the Income/ Expense Plan you wish to Delete from the Plan list by clicking on the "Delete" (blue star) icon. Thus, you can delete a single plan associated with an Income/Expense.

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1.3. Constraints

When it comes to Delete Income/ Expense Plan, there are a few important considerations.

1.3.1.If you don't have the necessary permissions, you'll encounter difficulties when trying to Delete an Income/ Expense.

1.3.2. If an Income/ Expense Plan payment has an associated actual payment, it cannot be deleted.

1.4. Issues that may arise

When you attempt to Delete Income/ Expense Plan, there are several potential issues that you might encounter:

1.4.1. If you don't have Delete permissions for the budget you're working with, you won't be able to Delete the Income/ Expense Plan.

1.4.2. Additionally, if you forget to fill confirm the delete operation in the necessary fields, an error message will be displayedwarning message that displayed, you can not delete it.