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Procore

Delete a Custom Trade

Objective

To delete trade names from the company's Admin tool.

Background

If you want to delete one or more of the custom trades that you added to your company's Procore account, use the steps below. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool.
  • Additional Information:
    Trades interact with these Procore tools:
    • Bidding:
      • If you've enabled the Bidding tool on a project, you can set trade information for a vendor in the Directory tool. See "Set Bidder Information at the Company Level" and "Set Bidder Information at the Project Level" in the See Also section below.
    • Daily Log
      • Daily Construction Report Log. See "Daily Construction Report Log" in the See Also section below.
      • Manpower Log. See "Manpower Log" in the See Also section below.
    • Directory:
      • After a trade is deleted, the selection will no longer be visible in the Trade list in the Filter Records By area. See "Search and Filter the Company Directory" and Search and "Filter the Project Directory" in the See Also section below.
    • Inspections:
    • Observations:
    • Punch List:
      • Punch List Items. See "Create a Punch List Item" and "Edit a Punch List Item" in the See Also section below.

Note: You cannot delete a trade when it is tied to a Procore object that was created in one of the above Company or Project level tools. You must first disassociate the trade assignment with that object. 

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page. 
  2. In the right pane under 'Administrative Settings', click Trade Configuration.
    This reveals the Trade Configuration page. 
  3. Under the Trades list, click the red x to the right of the name.

    delete-trade.png

    Note: You cannot delete a trade from the Company level Admin's tools Trade Configuration list if it is tied to a Procore object in one of Procore' Company or Project level tools (e.g., If the trade has been associated with an inspection template. For more information,see Things to Consider above). 
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