Delete a Custom Status for Project Status Snapshots (Beta)

Beta

Custom statuses for project status snapshots are available for the Budget and Project Status Snapshots tools. To enable this feature for all projects and users in your company account, join the Create Custom Statuses For Project Status Snapshots beta program through Procore Explore.

Background

If you no longer use a specific custom status, you can permanently remove it to clean up the available options for project teams.

Things to Consider

  • Required User Permissions:

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

  • Additional Information:

    • A custom status cannot be deleted while it is selected as the Default Status. To remove it, a different status must first be assigned as the default.

    • The standard status linked to the Closed status type cannot be deleted, but it can be renamed.

Steps

  1. Navigate to the company level Admin tool. 

  2. Under Tool Settings, click Budget

  3. Click the Project Status Snapshots tab.

  4. Locate the custom status you want to delete in the Custom Statuses table.

  5. Click the trash can Icon Delete Trash6 icon next to the custom status.

  6. In the confirmation dialog box, click Delete.

See Also

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