To delete custom and default observation types so that the list of observation types is aligned with your company's observation needs.
By default, Procore offers five categories of observations with specific observation types within each category. You can add, delete, and edit custom and default observation types in the Company level Admin tool. See What are the default observation types used for?
Things to Consider
Required User Permissions: 'Admin' on the Company level Admin tool.
You can only delete observation types that are not currently assigned to an item in the Observations tool. If you would like to delete the observation type, follow the prerequisites below. (Note: You need 'Admin' level permissions on the Observations tool to delete observations.)
Edit each observation so that it is either assigned another observation type or it is not assigned an observation type.
Follow the directions below.
Navigate to the Company level Admin tool.
Click on the Observation Types Configuration page in the right pane.
Click on the red X next to the observation type you would like to delete. (Note: You cannot delete the categories that appear in gray at the top of each section. They are the following: Commissioning, Quality, Safety, Warranty, Work to Complete.)
Changes are automatically saved, so you can leave the page when you're done editing.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.