Careview - Plan Budgets

Delete a Budget Category

Use the following steps to delete a budget category from the plan budget in a service contract.

Warning
It is important that a category budget not be deleted if there are delivered services in the service contract.

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.      In the Client Funding table, click Open on the Service Contract you wish to change.



3.      In the 'Plan Budget' table, click Del on the budget category you wish to remove.




4.       The following prompt displays. Click Confirm to delete the budget.





5.         The category budget is deleted from the 'Plan Budget' table.


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