Delete a Company Level Equipment Category or Type
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Delete a Company Level Equipment Category or Type
Note
The (Legacy) Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand. For documentation, visit the Company Level Equipment page and Project Level Equipment page on the Australia (English) instance of the Procore Support Site.
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 (Legacy) 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.
- An equipment type cannot be deleted if it is tied to a company or project level equipment entry.
Prerequisites
Steps
- Navigate to the company’s Equipment (Legacy) tool.
- Click the Configure Settings
icon. - Under Settings, click Category & Type Configuration.
- 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.
