Delete Sub Jobs from a Project
Objective
To delete one or more sub jobs from the 'Sub Job' segment of the Work Breakdown Structure page in the project's Admin tool.
Background
You can delete sub jobs from a project only if they have NOT been used in a budget code on the project.
Things to Consider
-
Required User Permissions:
- 'Admin' level permissions on the Project level Admin tool.
OR
- 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template.
Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes.
- Limitations:
- For customers using the Company level ERP Integrations tool
The default segments in WBS are compatible with Procore's ERP Integrations tool. However, some integrations do NOT yet support custom segments. To learn more, see Things to Know about your ERP Integration.
- For customers who have independently developed or purchased a third-party solution to integrate with Procore
To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API.
- Custom Segments are NOT supported with the ERP Integrations tool.
Steps
- Navigate to the project's Admin tool.
- Under 'Project Settings', click the Work Breakdown Structure link.
- In the 'Segments' table, click the Sub Jobs link.
Notes
- If the 'Sub Jobs' link is not visible in the 'Segments' table, see Enable Sub Jobs on Projects for WBS.
- You can delete sub jobs from a project only if they have NOT been used in a budget code on the project.
- Locate the line item that you want to delete.
- Click the vertical ellipsis and choose Delete from the Overflow menu.
- Click anywhere outside the line item to save it.
Procore displays the work 'Saved' in GREEN text.