About Deleting Phases and Cost Types from a Project

You can delete phases and cost types from a project in PM Project Phases, as long as they meet the specified criteria.

You can delete a cost type from a phase as long as the cost type has a zero balance in every month. If you try to delete a cost type with balances not equal to zero, you will receive an error message informing you which detail does not meet the 'net to zero' requirements. You must make any necessary adjustments before you can delete the cost type. In addition, if the cost type exists in PMSL (Subcontract Detail) or PMMF (Material Detail), but it has not been assigned a SL, PO, MO, or Quote number, the subcontract and/or material detail record will be deleted along with the cost type.

You can also delete a phase and its cost types, as well as associated subcontract and/or material detail from a project at the same time if:

  • no subcontract number is assigned to the subcontract detail for the phase/cost type (in PM SL Detail)

  • no PO, MO, or Quote number is assigned to the material detail for the phase/cost type (in PM Material Detail)

  • project has not been interfaced

  • If the project has been interfaced, you can still delete a phase if:

  • all cost types for the phase net to zero and you delete each cost type manually (in PM Cost Types Detail)

  • no subcontract or material detail has been interfaced.