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Procore

Perform Bulk Actions in the Company Level Equipment Tool

 Note

flag-australia.png The (Legacy) Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand. For documentation, visit the  icon-external-link.png Company Level Equipment page and icon-external-link.png Project Level Equipment page on the Australia (English) instance of the Procore Support Site.

Objective

To use the options in the Bulk Actions menu in the Company level Equipment tool. 

Background

The Bulk Actions menu in the Company Equipment tool lets you remove entries from the Registry and restore them from the Recycle Bin.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Equipment tool.

Steps

Bulk Delete Equipment Entries

  1. Navigate to the Company level Equipment tool.
  2. Mark the checkbox next to each entry you want to delete or mark the top checkbox to select all entries at once.
  3. Click Bulk Actions.
  4. Select Delete.
    This will place the selected items in the Recycle Bin.

Bulk Restore Equipment Entries

  1. Navigate to the Company level Equipment tool.
  2. Click Recycle Bin.
  3. Mark the tickbox next to each entry you want to restore or mark the top tickbox to select all entries at once.
  4. Click Bulk Actions.
  5. Select Restore.
    You can view the restored items in the Registry.

See Also