February 16, 2026February 16, 2026| Soni YorkSoni York|
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Question:

My approved Initial Budget is all wrong.  Can I get rid of that one and start over? Can I remove all my cost codes (work-breakdown-structure) and start again?

Answer:

It depends.  Spitfire offers the option to “clear budget” to anyone with the SYS | Clear Budget/Delete Project (RS) role capability.  The Clear Budget option, found on the Project Setup document, changes the status of your Initial Budget document (and any other approved budget documents) from Approved to Canceled, allowing you to create another Initial Budget with its own BFA workbook.  Clearing the budget also removes all cost codes from the project.  (The Cost Code Maintenance window will be empty.)

However, if your project already has change orders, the system will not allow you to proceed.  You would need to contact support@spitfiremanagement.com for options.

Note: If your budget is not yet Approved, “clearing the budget” does not remove data from the BFA.  In this case, you may choose to delete the Budget document  or work with what you already have in BFA.  Your choice would likely be based upon how extensive your changes will be.

If your revenue flows from an Approved Initial Budget to your Project Setup:

 To cancel an Approved Budget:

  1. Open the Project Setup/Contract.
  2. Select Clear Budget from the Document Options menu:
  3. A confirmation box will appear.  Make sure you really want to remove your project budget data.  If you do, click OK. Once the Project Dashboard is refreshed, you will see that your Initial Budget document has a status of Canceled.

To create a new “Initial Budget”:

  1. Create a new Budget document and give it a Description that makes sense to you.
  2. Set the Type of the Budget to Project and the Post To targets to all.
  3. Open your BFA workbook and enter your new budget data again.
  4. Approve your Budget document.

B) To remove your cost codes and delete your unapproved Budget:

  1. Open your Project Setup/Contract and select Clear Budget from the Document Options menu.  Because the Initial Budget was not approved when you cleared it, it will remain on your Project Dashboard with your existing BFA workbook.  Your cost codes, however, will be removed from the project.
  2. (Optional) If you want to start over with your BFA workbook, go to the Budget document and delete it. Doing so also deletes the BFA workbook.
  3. Back at your Project Dashboard, you‘ll notice that you do not have any Budget documents.  Create a new Budget document and give it a Description that makes sense to you.
  4. Set the Type of the Budget to Project and the Post To targets to all.
  5. Open your BFA workbook and enter your new budget data again.
  6. Approve your Budget document.

If your revenue flows from a Committed Project Setup to your Initial Budget:

If you normally Commit/Execute your Project Setup before you Approve your budget, steps need to be taken in the correct sequence in order to get revenue data to flow from the Project Setup to your new budget.

  1. Go to your Project Setup document and first select Uncommit Project from the drop-down menu and then select Clear Budget.
  2. Commit the Project Setup again.
  3. Create and approve your new Budget document as described above.
  4. Refresh your Cost Analysis Detail. You should now see the Revenue amount, which comes from your budget.

Additional Comments:

Clearing the budget is meant for situations when you need to start anew with a different Initial Budget.  Normally, changes to your Initial Budget should be made through budget revisions.

For required permissions, see project-setup-specific-capabilities

KBA-01909; Last updated: February 16, 2026 at 10:30 am;
Keywords:  cost codes

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