Delete Expenses from the Expenses Resource Grid

You can delete an expense record from the Expenses Resource grid as long as the resource record does not have any job-to-date (JTD) amount and is not included in the baseline.

For you to be able to delete resource rows, your Vision Security role must have Full, Add/Modify, or Modify Only access rights for Project Planning on the Navigator tab in Vision > Configuration > Security > Roles. The Row Tools button does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To delete expense records from the Expenses Resource grid, complete the following steps:

1. Open the Expenses Resource grid and locate the expense resource on the grid.
2. Click and select Delete. Navigator checks for assigned JTD and whether the resource record is included in the baseline.
   • If there is JTD, Navigator displays a message asking if you want to delete only the planned amounts for the expense.
   • If the resource record is in the baseline, you can only delete associated planned amounts for the expense. You cannot delete a record that is included in the baseline.
3. Follow the Navigator prompts to delete the record.
   Note: If you choose Yes to remove the planned amount, the associated ETC amount changes to zero.