Delete a Project in Portfolio Financials
Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.
Background
If a Portfolio Financials project was created by mistake, you can delete the project from Procore. It is important to note that deleting a project is permanent. After a project is deleted, the project and associated bid rooms will no longer be accessible. If you want to remove the project from the Dashboard, but still have it be accessible, you can archive the project instead. See Archive a Portfolio Financials Project.
Things to Consider
Required User Permissions:
'Full Access' to the project or higher.
Additional Information:
Deleting a project is permanent. After a project is deleted, the project and associated bid rooms will no longer be accessible.
Tip! If you want to remove the project from the Dashboard, but still have it be accessible, you can archive the project instead. See Archive a Portfolio Financials Project.
Steps
From the Dashboard in Portfolio Financials, locate the project you want to archive.
Hover over the project's row and click the vertical ellipsis box
icon.Click Delete Project.
Warning
Deleting a project is permanent, and the action cannot be undone. After a project is deleted, the project and associated bid rooms will no longer be accessible.
To confirm that you want to permanently delete the project, click Delete Forever.