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Procore

Deactivate Configured Observation Fieldsets

Objective

To deactivate a configured observation fieldset and remove it from your project(s).

Background

You can deactivate configured observation fieldsets and remove them from your project(s). Once a configured observation fieldset is removed from a project, Procore's default observation fieldset will display and your teams members will no longer see the configured observation fieldset when creating a new item in the project's Observations tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool.
  • Additional Information:
    • By default, your configured observations fieldsets will apply to all new projects.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings,' select Observations.
  3. Select the Fieldsets tab. 
  4. Locate the configured observation fieldset category you want to remove from your project(s).
  5. In the 'Active Overview' column, click the Projects link which displays the number of projects on which the configured fieldset is active (e.g., "3/4 Projects").
  6. Click the checkboxes to clear the checkmark corresponding to the projects from which you want to remove the configured observation fieldset.

    obs-config-deactivate.png
  7. Click Update.

See Also

 

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