Delete an Income/ Expense Plan

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.

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.

1.2.4. Choose the Income/ Expense you wish to Delete from the list by clicking on the "Delete Income/Expense" icon from Action.

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

1.3. Constraints

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

1.3.1. Deleting an Income/Expense Plan requires the necessary permissions.
1.3.2. An Income/Expense Plan with an associated actual payment 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. Lack of delete permissions for the associated budget will prevent deletion.
1.4.2. Failure to confirm the deletion in the displayed warning message will result in an unsuccessful attempt.