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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 or click on the key of the Income/Expense directly, which will open the Income/ Expense details page.

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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 Income/Expense" (blue star) icon from Action.

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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 Deleting an Income/Expense Plan requires the necessary permissions.
1.3.2. If an An Income/Expense Plan payment has with 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 Lack of delete permissions for the budget you're working with, you won't be able to Delete the Income/ Expense Planassociated budget will prevent deletion.
1.4.2. Additionally, if you forget to fill in the necessary fields, an error message will be displayed Failure to confirm the deletion in the displayed warning message will result in an unsuccessful attempt.