Remove Configurable Fieldsets from Projects in the Correspondence Tool
Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.Objective
To remove configurable fieldsets from one or more projects in Procore.
Things to Consider
- Required User Permissions:
- 'Admin' on the Company level Admin tool.
- Additional Information:
- After a project has been deselected from the 'Assigned Projects' window, the fieldsets will return to Procore's default fieldsets.
- Configured fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.
Prerequisites
See Apply a Fieldset to Projects in the Correspondence Tool OR click here to view the steps.
Steps
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Correspondence.
- Click the Fieldsets tab.
- Locate the configurable fieldset you want to delete.
Before you can delete a fieldset, you first need to remove the fieldset from the projects it has been applied to. - Click the fieldset's link in the 'Assigned Projects' column (e.g. 15/30 Projects).
Note: This link indicates the number of projects the fieldset is currently applied to, out of the number of projects in your company. - Clear the tickboxes corresponding to the projects you want to remove the configured fieldset from.
- Click Update and then click Confirm to confirm that the fieldset will be removed from the selected project(s).
Note: Any unselected projects will be updated with the Procore Default fieldset for that tool or section. - Click the vertical ellipsis (⋮) icon to the left of the fieldset, and then click Delete.
- Click Confirm to confirm that you want to delete the fieldset.