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Procore

Delete a Company Level Equipment Category or Type

 Note
flag-australia.png The Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand.

Objective

To delete an equipment category and/or type so it will no longer appear in the drop-down menu when selecting an equipment category and/or type.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the company’s Equipment tool.
  • Additional Information:
    • An equipment type cannot be deleted if it is tied to a company or project level equipment entry.
      Note: See Search and Filter Company Level Equipment Entries to learn how to locate equipment entries. 
    • An equipment category cannot be deleted until all types tied to it have been deleted.
    • You will be able to edit a category and/or type at any time.

Steps

  1. Navigate to the company’s Equipment tool.
  2. Click the Configure Settings  icon.
  3. Under “Settings” click Category & Type Configuration.
    Note: This page is defaulted to open upon clicking the Configure Settings  icon.

    plantcomp-settingscat.jpg
  4. Click the trash can icon next to the category and/or type you would like to delete.
    Note: If the trash can icon is grayed out, find and remove the associated equipment item(s). See Search and Filter Company Level Equipment Entries to learn how to locate equipment entries.
    delete-company-level-equipment-type.png

See Also