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.

先决条件

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.

    注意事项
    • 无法删除 Procore 的默认细分。

    • 将自定义细分添加到一(1)个或多个项目的预算编号结构后,便无法删除该自定义细分。

    • 如果将细分添加到细分,项的总数将显示在"细分"表的"项"列中。

  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.