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Planview Customer Success Center

Not able to delete a service item from a budget

Project Worksheet (PW) and Resource Management Worksheet (RMW) referenced in this article are based on Silverlight technology and are no longer available as of Changepoint 2020

Symptoms:

When attempting to delete a record from the Services tab of a budget, the following message is displayed if the start date is in a past fiscal period:

"The service start date is in the past fiscal period. You are not allowed to delete this record."


Resolution:

You need the "Edit Opportunity and Resource Management Worksheet Information in Past Fiscal Periods" feature to be able to delete the service item.

After the feature is assigned, you needs to logoff and logon again to be able to delete the item.