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
Things to Consider
- 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:
Prerequisites
Steps
- Navigate to the Project level Admin tool.
- Under 'Project Settings', click the Work Breakdown Structure link.
- In the 'Segments' table, click the segment that contains the item(s) to delete.
- 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.
- Click the vertical ellipsis on the segment item's line item and choose Delete from the Overflow menu.