Delete Custom Segments

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

  • Additional Information:

    • A custom segment cannot be deleted after it has been added to the on one (1) or more projects in your company's Procore account.

    • A Procore cannot be deleted.

  • For companies using the Icon Erp Synced Legacy ERP Integrations tool: Show/Hide

    • Custom Segments are NOT supported with the ERP Integrations tool.

requisitos

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Company Settings', click the Work Breakdown Structure link.

  3. In the 'Segments' table, locate the segment to delete.

     Notas
    • Los segmentos predeterminados de Procore no se pueden eliminar.

    • Un segmento personalizado no se puede eliminar después de que se haya añadido a la estructura de códigos de presupuesto para uno (1) o más proyectos.

    • Si añade elementos de segmento a un segmento, el número total de elementos se muestra en la columna "Elementos" de la tabla "Segmentos".

  4. Click the vertical ellipsis Icon Vertical Ellipsis and choose Delete from the Overflow menu.

  5. In the 'Delete Segment?' popup window, click the Delete button to confirm the removal action. This permanently deletes the segment from Procore. The segment cannot be recovered.