Delete Project Cost Codes from a Procore + Yardi Voyager® Project
Objective
To delete Project Cost Codes from a Procore project that has previously been synced with Yardi Voyager®.
Background
If your company has implemented the ERP Integrations tool and configured it for use with Yardi Voyager®, 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 Yardi Voyager®.
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 Yardi Voyager® 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 Yardi Voyager®, even if previously synced.
- Project Cost Codes can only be deleted under the following circumstances:
Steps
- Navigate to the project's Admin tool.
This reveals the Admin page. - Under Project Settings, click Cost Codes.
- In the Project Cost Codes list on the right-side of the page, highlight the cost code that you want to delete.
- Click Delete.