Delete or restore a workbook
- Denise McGettigan
If you are the budget owner or administrator, you can delete a budget or forecast workbook if it is no longer useful. For example, you might be in the early stages of the budgeting process and want to start again, or you might have some test workbooks you no longer need.
When you delete a workbook, the entire workbook and any data it contains is ‘archived’, so it can be restored later.
If you publish a budget or forecast to a stream, then later delete that workbook, the stream remains. You can delete that stream, if required.
If you create a budget based on a stream and later that stream is deleted, your workbook will be deleted.
Delete a workbook
You can delete a workbook from two locations:
In the workbook, either click Budget >Delete workbook > Delete or right-click the Main tab > Delete workbook > Delete.
On your Budgets and Forecasts homepage, click the Menu button (on the far right side) of the workbook row, then click Delete > Delete.
Restore a workbook
The Restore tab on your homepage acts as an archive, where you can view a list of all deleted workbooks and restore any workbooks you want to use again, such as any that were deleted accidentally. The ability to restore deleted workbooks allows you to hide workbooks from view.
On your Budgets and Forecasts homepage, click the Recovery tab, then click the Menu button (on the far right side) of the workbook row and click Restore.
On this page
Related pages