Skip to main content
Procore

Delete Project Cost Codes from a Procore + Sage 300 CRE Project

Objective

To delete Project Cost Codes from a Procore project that has previously been synced with Sage 300 CRE®.

Background

If your company has implemented the ERP Integrations tool and configured it for use with Sage 300 CRE®, 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 Sage 300 CRE®, 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 project cost code(s) to delete must first be removed from the Sage 300 CRE® project.
  • Requirements:
    • Project Cost Codes can only be deleted under the following circumstances:
      • The cost code must be unused in the Procore project. 
      • The cost code must first be deleted from Sage 300 CRE®, even if previously synced.
  • Additional Information:

Steps

  1. Navigate to the project's Admin tool. 
    This reveals the Admin page.
  2. Under Project Settings, click Cost Codes.
  3. In the Project Cost Codes list on the right-side of the page, highlight the cost code that you want to delete.
  4. Click Delete.

See Also

  • Was this article helpful?