Delete Cost Items from the Cost Tracker 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
The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.
Things to Consider
Required User Permissions:
'Limited' access to the project or higher.
Note: Users with 'Limited' access can only delete cost items they have access to.
Additional Information:
You cannot delete a cost item that has a budget. However, you can delete the cost item's Bid Room. If you delete the Bid Room, it will no longer be accessible.
Steps
To delete a cost item:
Navigate to the Cost Tracker section of the Project Page.
Click the arrow
icon next to the cost item you want to delete.Click Delete Cost Item.
On the 'Remove Cost Item' window, click Delete Cost Item to confirm the deletion.
To delete a Bid Room associated with a cost item:
Warning
If you delete a Bid Room, it will no longer be accessible.
Navigate to the Cost Tracker section of the Project Page.
Click the arrow
icon next to the cost item you want to delete.Click Delete Bid Room.
On the 'Remove Cost Item' window, click Delete to confirm the deletion.