Delete or Inactivate a Project in Resource Planning

Background

You can delete or inactivate projects in Resource Planning if they are no longer needed. Projects that are deleted in Resource Planning will be marked as inactive in Procore. Generally, Procore recommends inactivating projects instead of deleting them, so that you can retain any data associated with the project.

 Note

Projects can be created in either Procore or Resource Planning, but your company must choose one as your system of record. Your Procore point of contact guides your company through this decision based on your setup.

This article is for customers who have Resource Planning as their system of record for project creation and management.

Things to Consider

  • Required User Permissions

  • Deactivating or deleting a project will end any current assignments and requests, and will delete any future assignments and requests.

  • Deleted or inactive projects are removed from the Assignments board.

  • Inactive projects remain in Resource Planning for record keeping purposes.

  • Inactive projects cannot have new resource assignments or resource requests created or existing requests and assignments edited.

  • If data syncs are enabled:

    • Projects that are marked as inactive or deleted in Resource Planning are marked as 'Inactive' in the Portfolio tool.

  • If data syncs are disabled:

    • Deleting or deactivating a project in Resource Planning automatically removes its link to the Portfolio tool. You must then manually deactivate or delete the project from the Portfolio tool.

 Important

Deleting a project permanently removes all the history and data associated with that project from Resource Planning.

Prerequisites

Steps

  • Inactivate a project in Resource Planning

  • Delete projects in Resource Planning

Inactivate a Project in Resource Planning

  1. Navigate to the Company level Resource Planning tool.

  2. Click Projects and select Project List.

  3. Click the project name.

  4. Locate the 'Info' section and click Edit.

  5. Locate 'Status' and select Inactive.

  6. Click Save.

Delete Projects in Resource Planning

  1. Navigate to the Company level Resource Planning tool.

  2. Click Projects and select Project List.

  3. Mark the checkboxes for the projects you want to delete.

  4. Click the delete icon-delete-trash6.png icon.

  5. Click Delete to confirm.
    Note: The project is deleted from Resource Planning and marked as 'Inactive' in the Portfolio tool.

See Also

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