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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:

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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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 confirm the delete operation in the warning message that displayed, you can not delete it.


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