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Procore

Delete a Company Level Equipment Category or Type

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 Equipment Entries" in the See Also section below 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 Equipment Entries" in the See Also section below to learn how to locate equipment entries.
    delete-company-level-equipment-type.png