Hello @fpantelidakis65 ,

I did a test in 2023 R1 beta, and was able to delete Project Cost Budget lines from projects, when the project has a non-zero Actual Amount posted to the line. I saw no warning, no error.

I was able to add the line back and then recalculate the project balance, and the recalculation does pick up the previous transactions and correct the deleted Actual Amount. However, this is not ideal.

I agree with you, it seems too easy to mess up project budgets and the actual project balances in all screens & reports by inadvertently removing lines from the project budget tabs (Revenue Budget tab exhibits the same behavior).

Of course we can add custom roles to block delete rights to the budget tabs.  We can lock budget from (...) actions of Project screen… but I think a warning is needed and  would likely be a simple improvement to the screen.

Idea was already rejected by Acumatica:

Laura

@fpantelidakis65  I agree with Laura and you can lock the budget, also recalculate project balances will bring back all actual figures, change orders and commitments.  Thanks for the comment and i will discuss with the team.

Hi,

Thanks Laura and Heidi for your help. I will test the Budget lock feature.

​@Heidi Dempsey A client recently had a user inadvertently delete a project revenue budget line that was already billed.  We recreated the budget line and ran Recalculate Project Balances which restored the data.  My research into why Acumatica allows this led me to this post.

The referenced Idea “No allowing cost line item delete” that is described as Already Exists mentions the ability to restrict deletions using user access rights.  As far as I know, user access rights can only restrict deletion regardless of whether there are associated transactions.  We want to allow users to delete budget lines that have no transactions, but have Acumatica prevent deletion when there are transactions.  Like it does when attempting to delete project tasks.  Or, alternatively, at least issue a warning. Your thoughts?