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Procore

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.

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