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Procore

Delete Project Cost Codes from a Procore + QuickBooks® Project

Objective

To delete project cost codes from a Procore project that has previously been synced with QuickBooks®.

Background

If your company has implemented the ERP Integrations tool and configured it for use with QuickBooks®, a user with 'Admin' level permission on the project's Admin tool can delete Project Cost Codes under two conditions: (1) The project cost code must not be in use on any items in the project, and (2) the project cost code must first be removed from QuickBooks®, even if the project has previously been synced. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
    • The cost code(s) must first be deleted from QuickBooks®, even if previously synced.
  • Requirements:
    • Project Cost Codes can only be deleted under the following circumstances:
      • The cost code(s) must be unused in the Procore project. 
      • The cost code(s) must first be deleted from QuickBooks®, even if previously synced.

Steps

To delete unused cost codes from the project's 'Cost Code' segment: 

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the segment that contains the item(s) to delete. 
    wbs-project-segments-edit.png
     
  4. 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. 
  5. Click the vertical ellipsis on the segment item's line item, and choose Delete from the Overflow menu. 

    wbs-delete-segment-item.png

See Also