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Procore

Remove Configured Observation Fieldsets

Objective

To remove configured observation fieldsets from a project.

Background

You can remove configured observation fieldsets from your project(s) at any time. 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 that corresponds to the fieldset you want to remove from projects.
    Note: The numbers in this link show the number of projects that have the fieldsets applied out of the total number of projects.

     
     
  6. Unmark the checkboxes next to the projects you want to remove configured fieldsets for.
  7. Click Update.

See Also