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Procore

Delete Segment Items

 Phased Release
Starting March 3, 2022 through approximately the end of the month, Procore is deploying a gradual, phased release of Work Breakdown Structure (WBS). WBS is a robust, flexible method for organizing and reporting on financial information. This update includes the new WBS user experience in the Company and Project level Admin tools and it will be deployed to all Procore customers. To learn more, see Introducing Work Breakdown Structure.

Objective

To delete a segment item that is being used in a budget code from your company's Work Breakdown Structure (WBS).

Background

You can only delete segments from your company's Work Breakdown Structure (WBS) if that segment has NOT been added to a project's budget code. After your project users add a budget code to one of Procore's Project Financials tools, you can no longer delete segment items. This is because segments are tied to the budget codes in your financial data.  

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • After a segment item is used to create a budget code on a project, it cannot be deleted. However, you can Deactivate Segment Items
  • Limitations:
    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments?
    • For customers using the Company level ERP Integrations tool
      The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronization process does NOT yet support custom segments. To learn more, see Why can't I create WBS custom segments?
    • For customers who have independently developed or purchased a third-party solution to integrate with Procore
      To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API. To learn more, see Do we need to update our API Integrations for WBS?
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the company's Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the segment that contains the segment item(s) to delete. 
  4. Choose from these options:

Delete a Flat Segment Item

In the 'Segment Items' table, click the vertical ellipsis and choose Delete from the 'Overflow' menu.

delete-flat-segment.png

Delete a Tiered Segment Item

In the 'Segment Items' table, navigate to the segment item(s) to delete. Mark one (1) or more checkboxes corresponding to the items to delete. Then click the 'Delete Selected Items' icon in the top right corner of the 'Segment Items' table. 

delete-tiered-codes.png