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How can I remove irrelevant roles from my budget?
How can I remove irrelevant roles from my budget?

You can remove irrelevant roles from your budget by removing the estimates given to them in the Time & Budget tab off of the template.

Leigh Schlobohm avatar
Written by Leigh Schlobohm
Updated over a week ago

If you have irrelevant roles within your work templates, you can remove them by deleting the estimates assigned to them within the 'Time & Budget' tab of that template.

To do this, open the preferred template and navigate to the Time & Budget tab. Scroll down until you see the 'Budgets by Role' option.

Select the role and estimate you would like removed, a pop-up will appear with the information for this role. At the bottom left corner of that pop-up, there will be the option to delete the estimate.

This will then be deleted from the budget in the template.

Once you've updated your template, be sure to re-publish to affect changes to all work items created off the template moving forward.

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