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Procore

Delete a Project Level Form

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Objective

To delete a form from the project's Forms tool.

Background

The Forms tool allows users to select and add preexisting custom templates to a project. Team members can then fill out, save, and store these forms in Procore.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Forms tool.
  • Deleting a form will remove the file from the Forms tool list page.
  • Any form templates that you delete at the Project level will not be permanently deleted from Procore; instead they will be located in the Forms tool's Recycle Bin tab.

Steps

  1. Navigate to the project's Forms tool. 
  2. Locate your desired form in the Forms tool list page and click Info to the left of the template you want to delete.
  3. Click Delete in the right pane.

 

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