Delete a CCO Synced with ERP
Objective
To delete a Commitment Change Order (CCO) from a Procore project after it has been synced with your ERP integration.
Background
After syncing a CCO with your ERP system, users will typically follow the change order process when a CCO needs to be modified. However, you might sometimes need to delete a synced CCO on a project. Since Procore does not allow deletion of synced commitments, you must first unlink the records in the two systems before you can delete the CCO.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Limitations:
- You cannot delete an 'Approved' change order. See Why can't I edit or delete an approved change order?
- After a synced CCO is unlinked and deleted, the data is permanently removed from the system and cannot be restored.
- Prerequisites:
- Prerequisites vary depending on which ERP system your account is integrated with. For most integrations, deletion of the item in the ERP system is a prerequisite for unlinking in Procore. To learn more about your specific integration, see Things to Know about your ERP Integration.
- Unlink CCOs Synced with ERP before attempting to delete.
- Requirements, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.
Steps
- Navigate to the project's Commitments tool.
Note: Before proceeding, make sure the CCO is unlinked. See Unlink CCOs Synced with ERP. - Locate the synced CCO in the list.
- Click View or Edit.
- Update status to Draft.
- Click Save.
- Return to the project's Commitments main tool page.
- Locate the CCO that you want to delete. Click Delete
.