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HCL Marketing Operations User's Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
Budgets
In HCL® Marketing Operations, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
Budget allocation versions
Budget allocation versions are a powerful tool for financial planning. You can use budget allocation versions to explore different financial possibilities without overwriting the previous budget. You can create multiple budget versions with different allocations for expenses, compare versions, and then chose the most appropriate one for the plan, program, or project.
Deleting budget versions
You cannot delete the currently selected, or "in-use", version of the budget. If you want to delete the in-use version, you must first mark a different version as in-use.

Deleting budget versions

You cannot delete the currently selected, or "in-use", version of the budget. If you want to delete the in-use version, you must first mark a different version as in-use.

Before you begin

Note: To create, edit, delete, update, and mark in-use, you must have the security permissions "edit budget tab."

About this task

To delete budget versions, complete the following steps.

Procedure

Navigate to a version other than the one you want to delete by clicking its name in the version () drop-down list. The name of the currently selected version appears in red on the drop-down list.
Select the check box next to the names of one or more versions to delete.
Without leaving the drop-down list, click Delete Selected Version(s).
When prompted, click OK to confirm the deletion.