How to delete a Budget Request that is no longer needed

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Process

When it is determined that a Budget Request is no longer needed, first, the data needs to be zeroed out, then the budget lines deleted. Lastly, the Budget Request form needs to be deleted. The following are the steps to complete the process.

The Zero Out Functionality within a Budget Request Layout Form allows the user to zero out all lines within a budget request. The zero out functionality can be used on any budget layout form.

In this example, we are deleting budget request 23395 in budget layout 110_RY_LEGISLATION. The first step is zeroing out the budget lines in the budget request.

Page Code: BUDR

In the Code Field, enter 110*

A webpage titled “Budget Layout Selection” from the CORE system. There’s a search bar in the top right corner. Below, a section labeled “Filters” includes a field named “Code” that contains the entry “110,” which is highlighted with a red box. This filter helps users narrow down the budget layout results.*

Select Apply to see Budget Requests
On the Budget Layout Selection page, in the grid actions section, use the Select button to open the page to the budget requests

A webpage titled “Budget Layout Selection” from the CORE system. There are filter fields labeled “Code,” “Name,” and “Layout Type.” The “Code” filter shows “100,” and two buttons—“Apply” and “Clear”—sit beside the filters. Below is a results table displaying one entry with the code “100_CY_LEGISLATION,” a name reading “Form 10: Supplemental Bill Load to CORE FIN,” and layout type “Generic.” A “Select” button appears at the end of the row.*

Search for the budget request that needs to be deleted. Options for searching include: search by Request Code
Use the “*” if you only know part of the name or code.
Select the search button

A webpage titled “Select Budget Request” from the CORE system. Several search fields are shown, including Layout Code, Layout Type, Organization, Name, Stage, Draft Mode, Request Code, Bill Number, and Legislation Category. The Request Code field is filled in with “23395” and highlighted with a red box. At the bottom, two buttons appear: “Search,” which is also highlighted, and “Reset.”

Once the budget request shows in the Grid Actions section, navigate to the 3-dot menu in the line action menu, select Edit.

Navigate to the Budget Lines 1 tab.
In this example, there are 2 lines totaling $1,000.

A table from the CORE system showing budget details for two financial records. Each row lists fields like Line Number, Organization Code, Appropriation Unit, Budget Object (such as "1000" or "FTE"), Fund, Fund Type, and expected spending amounts for three future budget years (2025–26, 2026–27, and 2027–28). The first row includes amounts of $1,000, $1,500, and $1,550. The second row shows FTE values of 1, 1.1, and 1.2.

To zero out all lines, select the View per Page option of 20, 50, 100, or 500 so that all the lines are viewable. Select the box on the far left-hand side of the headings. All lines with a check mark in the budget request will be zeroed out.