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.

前提 条件

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.

    筆記
    • Procore の既定のセグメントは削除できません。

    • カスタム セグメントは、1つ以上のプロジェクトの予算コード構成に追加された後は削除できません。

    • セグメント項目をセグメントに追加すると、項目の総数が「セグメント」テーブルの「項目」列に表示されます。

  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.