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1. Delete a Category

1.1. Prerequisites

A user with administrator permissions, Deletes a category.

1.2. How to

To Delete a Category within the Budget Management for Jira, follow these steps:

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1.2.1. From your admin section, on your left-hand side menu click on the cog (blue star) settings icon, this action will take you to the overview page.

1.2.2. On the left-hand side menu, click on Category, which will open the Category's panel list.

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1.2.3. Choose the category you wish to Delete from the list by clicking on the Delete(blue star)icon, and confirm that you want to proceed with this operation by clicking Okay.

Image Removed NoteNote that the warning message provides information about how many budgets and plans are currently using this category.
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1.3. Constraints

When it comes to Deleting a Category , there are a few important considerations.

1.3.1. Not having the necessary permissions will prevent you from successfully deleting a CategoryOnly users with admin permissions can perform this action.

1.4. Issues that may arise

When you're attempting to Delete a Category, there are a couple of potential issues that might come up.

1.4.1. If you lack administrator permission to create Categories, you won't be able to proceed with Category deletionthe user lacks admin permissions, an error message will appear.

1.4.2. If the category ID is invalid, the system will throw an error.