How to Edit and Delete Budgets and Sub-Budgets

Need to modify or remove a budget? Follow these steps to edit or delete budgets and sub-budgets in Mastt.

How to Edit Budgets and Sub-Budgets

Overall Page

  1. Navigate to the Cost Module using the Hamburger Button and selecting Cost.
  2. Find the Budget or Sub-Budget you would like to edit. Click the Actions button next to the Budget or Sub-Budget and click Edit this Budget or Edit this Sub-Budget.
  3. Make the desired changes and then click Save

Budget Register

  1. Navigate to the Cost Module using the Hamburger Button and selecting Cost.
  2. Click on the Budgets dropdown and select Budgets to access the Budget Register.
  3. Find the Budget or Sub-Budget you would like to edit. Click the Actions button next to the Budget or Sub-Budget and click Edit this Budget or Edit this Sub-Budget.
  4. Make the desired changes and then click Save

How to Delete Budgets and Sub-Budgets

  1. Navigate to the Cost Module using the Hamburger Button and selecting Cost.
  2. Click on the Budgets dropdown and select Budgets to access the Budget Register.
  3. Find the Budget or Sub-Budget you would like to delete. Click the Actions button next to the Budget or Sub-Budget and click Delete Budget.
  4. Click on Delete to confirm you would like to delete the Budget or Sub-Budget.

You cannot delete Budgets or Sub-Budgets if they contain Sub-Budgets, Adjustments, Contracts, Variations, or Forecasts. They need to be moved from the Budget or Sub-Budget before it can be deleted.