Delete a Financial Period for Project Status Snapshots (Beta)

Deleting financial periods allows you to remove unused or outdated accounting timeframes from their project status snapshot configuration. Removing unnecessary financial periods ensures that your financial period list remains accurate and organized, preventing users from selecting invalid periods when creating or modifying project status snapshots.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • Financial periods assigned to a project status snapshot cannot be deleted until the snapshot is reassigned.

• Reassign any project status snapshots currently linked to the financial period you want to delete. See Edit a Budget Snapshot.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.

3. Click the Project Status Snapshots tab.

4. Click Financial Periods in the left menu.

5. In the periods list, locate the financial year you want to delete.

6. Click the pencil icon next to the financial year name, then click the trash can icon.
   OR
   Click the ellipsis icon corresponding to the financial year name, then select Delete.

7. In the confirmation modal, click Delete.