---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Delete allocation lines

# Delete allocation lines {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

On the Configuration tab of the workbench, you can delete the
allocation lines for any fiscal period if you no longer need this data, or if you need to
make changes to segments or fiscal periods that are already associated with allocation
lines.

## Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

## Procedure

1. Open the workbench and go to the Configuration tab.
2. Under Advanced Actions, next to Delete Data For, select the fiscal period.
3. Click Delete.
4. Confirm the action.
**Related tasks**   

* [Configure general settings](https://www.servicenow.com/docs/Cx7ZZBqmkhpj7a6M9X5Ntw "Configure the level of detail for allocation lines on the Configuration tab of the workbench.")
* [Configure main report settings](https://www.servicenow.com/docs/V3IEFaKbAySlmmGyR1LuiA "Configure settings for your main financial report, including which cost models and fiscal periods are represented.")