Is there a an override or work around to Delete a project Budget that has been approved

Customer Engagement
1

Hello everyone, this is my first post so hope i do this correctly. I am desperately looking for some help to cleanup a project in Project operations that someone created a budget on. The issue I am having is i am trying to clean up some Bookable Resources that were added incorrectly and were tied to inactive users. Because these users were on the project when the budget was created I am unable to delete the inactive bookable resource due to their records being in related tables. I am looking for options to do one of the following,

  1. Delete and approved Project Budget using direct SQL updates, API Calls or other. This way if i can clean up the budget records i can then remove the resources.
  2. is there a way to take all records currently in CE that are tied to a specific bookable resource and replace them with the correct bookable resource so all the records tie out correctly. I have this same problem with like 15 bookable resources who have records in actuals, time entries, etc. Each of the inactive bookable resources was inadverntatly added and associate with a bad user record when we went live .All of these resources were re-created using the correct user so everything is good from this point forward. I just need to clean up these records that are not associated correctly. Is there any external tool people have used to force the cascade delete, or an re-associate all records tied to one bookable resource/user combination to a different one.

Any help suggestions, things to look at , etc would be greatly appreciated.

2

You could try using data updater in xrm toolbox. Have you used that tool before?

Test whatever you’re going to do first in a non production environment. It seems to me that the data updater can skip some business logic sometimes and you could mess your data up.