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Delete a Milestone in Portfolio Financials

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 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To delete a milestone from a project in Portfolio Financials

Background

The Milestones section in Portfolio Financials allows you to keep track of high-level milestones for the project, such as the 'Project Start' and 'Project End' dates.You can delete a milestone that is not relevant to the project or you may need to delete milestones in order to apply a milestone template. See Apply a Milestone Template to a Project in Portfolio Financials.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 

Steps

  1. Navigate to the Project Page.
  2. In the Milestones section, click the vertical ellipsis  icon-ellipsis-options-menu.png  icon next to the milestone you want to delete.
  3. Click Delete Milestone.

    delete-milestone.png
     
  4. Click Delete to confirm the deletion.