How to delete or unassign a budget from a project

You can remove a budget from a project in two ways: unassign it, so it stays saved but no longer defines the project, or delete it completely. A budget must be unassigned before it can be deleted.

In the project, go to the Budgets tab and click the unassign icon next to the assigned budget.

The budget stays in the list of budgets, so you can assign it again or delete it later.

Click the three dots (⋮) next to the budget and choose Delete.

⚠️ Only unassigned budgets can be deleted. If the budget is assigned to a project, unassign it first. Only users with the CFO or Admin role can delete budgets.

If you unassign or delete a budget whose budget items have tracked hours or invoices, these budget items stay in the project overview labeled DELETED. To remove the label, move the tasks with tracked hours to another budget item or project, and edit the invoice if there is one.

👉 How to remove a not budgeted item or an item labeled as deleted from the project

Why can’t I delete a budget?
Either the budget is still assigned to a project (unassign it first), or you don’t have the CFO or Admin role.

Why do I see items labelled DELETED in my project?
The budget they belonged to was unassigned or deleted, but the items still have tracked hours or invoices. Move the tasks or edit the invoice to remove the label.

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