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Procore (en-GB)

Delete Unused Segment Items from a Project

Objective

To delete unused segment items from a Procore project. 

Background

At the Project level, segments and segment items can be deleted in accordance with the policies set by your company's Procore Administrator when the segment was created (see Add Custom Segments). Much like segment items in your Company level WBS, Project level segment items can be deleted only when they have not been used to create a budget code on your project. 

 Note
The steps below are only available when your Procore Administrator places a tick in the 'Add/Edit/Delete Project Level Segment Items' box. To learn more, see Add Custom Segments and Edit Custom Segment Settings

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
  • Additional Information:
    • After a segment item is used to create a budget code on a project, it cannot be deleted. However, it can be deactivated to prevent future use. See Deactivate Segment Items.
  • Limitations:
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the segment that contains the item(s) to delete. 
    wbs-project-segments-edit.png
     
  4. Locate the segment item to delete. If you are deleting a tiered segment, you will want to navigate to the segment item and highlight it in the left pane. 
  5. Click the vertical ellipsis on the segment item's line item and choose Delete from the Overflow menu. 

    wbs-delete-segment-item.png