Deleting Budget Layers

If you no longer need a budget layer, deactivate it rather than deleting it. Deactivating removes it from the list when you create new budget journals but keeps the existing budget figures. Deleting a layer clears it from every record that uses it.

Deactivate a budget layer

1. Click the gear icon (top right), then Setup. Click Object Manager and open Budget Journal. Click Fields & Relationships and open the Layers field.
2. Scroll down to Values and click Deactivate⁽¹⁾ next to the layer.
3. Repeat for the Ledger Entry object.

Delete a budget layer

Only delete a layer if it has never been used. Click Del next to it, choose to replace the value on existing records with a blank value, and click Save. Do the same on the Ledger Entry object.

If you aren’t sure, please raise a case before deleting a layer.

Related articles

• Editing Budget Layers
• Creating Budget Journals