Deactivating, Reactivating, and Archiving a Budget

Deactivate and archive a budget

Budgets cannot be deleted. To archive a budget, do the following:

1. Navigate to Partner Management > Budgets.
2. In the Details screen, click the trash can.
3. Click OK to inactivate or archive the budget.

Reactivate an inactive or archived budget

To reactivate a budget, do the following:

1. Navigate to Partner Management > Budgets.
2. In the Details screen, click on the Status and select to display Inactive budgets.
3. Select the budget to activate.
4. On the Details screen, change the End Date to a future date.
5. Click Save & Continue.
6. On the Criteria screen, click Save & Continue.
7. On the Approvers screen, click Save & Continue.
8. On the Review screen, click Update Budget.