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Support Home > Products > Procore > Procore User Guide > Company Level > Admin > Tutorials > Delete a Budget View

Delete a Budget View

Objective

To delete a budget view.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool.
  • Prerequisite:
  • Additional Information:
    • This action will permanently delete the view. 

Steps

  1. Navigate to the company's Admin tool. 
    This reveals the Company Settings page.
  2. Click Budgeting Configuration in the right pane.
    This reveals the Budgeting Configuration page. 
  3. Locate the view to delete in the list. 
  4. Click the RED 'x' next to the desired view. 

    delete-budget-view.png

    The 'Please Confirm' message appears to alert you that the delete action cannot be undone. In addition, any snapshots associated with the view is also deleted. 
  5. Click Delete
    The system permanently deletes the budget view and removes the view from all of your company's Procore projects. 

See Also

For feedback or comments to the product team, please email cbf@procore.com

 

 

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