How Do I to Delete an OrgUnit? Article

How Do I to Delete an OrgUnit? Article

Please see the Manage OrgUnits article for more information.


There are two options:

  1. Uncheck the IsBudgeted and InReports checkboxes to hide the unused departments. (They will still be using up licensed units); or
  2. If you are running short on OrgUnit count per your license then you could just select the row of OrgUnit you wish to delete and click the red X to delete the selected OrgUnits. (Only do  if you this option are sure you don’t ever need the OrgUnits anymore and you don’t mind deleting all associated user security assignments)


    • Related Articles

    • OrgUnit Article

      This term refers to base unit of budgeting.  It was selected as a neutral definition because organizations use varies terms including Departments, Cost Centers etc. OrgUnits are defined in System Management / Companies / Manage Company Databases *Do ...
    • Duplicate OrgUnit Assumptions Article

      Duplicate OrgUnit Assumptions is a flexible utility to allow you to duplicate either the line item details of entire Orgunits or certain Objects within Orgunits. The data can be duplicated within the same company and budget or across companies and ...
    • AutoSynch and Synch OrgUnit Permissions Article

      When new Account Numbers are setup in Great Plains Accounts ("ERP") software it is necessary to maintain a mirror image of those Account Numbers in Dynamic Budgets.  This process is managed through the Synchronize Chart of Accounts and its related ...
    • Can I Delete Granted OrgUnit Permissions? Article

      1. To delete granted OrgUnit/s Permissions for a given User select their User Profile on the Assign User Permissions Select the OrgUnit by checking the box. Click on Delete Selected Permissions. Then Click on Save User. Below illustrates the deletion ...
    • How Do I Delete Payroll FTE Allocations? Article

      1) Select the EmployeeID for which you wish to delete the FTE Allocation; 2) Select the FTE Allocation you wish to delete; 3) Right-click to expose the short-cut menu; 4) Select "Delete"; and 5) A pop-up message will appear to confirm the deletion; ...