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.
- Project Cost Codes can only be deleted under the following circumstances:
Steps
To delete unused cost codes from the project's 'Cost Code' segment:
- Navigate to the Project level Admin tool.
- Under 'Project Settings', click the Work Breakdown Structure link.
- In the 'Segments' table, click the segment that contains the item(s) to delete.
- 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.
- Click the vertical ellipsis on the segment item's line item, and choose Delete from the Overflow menu.
