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Delete Project Cost Codes

Objective

To delete project codes using the project's Admin tool. 

Things to Consider

  • Required User Permission:
    • To delete project cost codes, 'Admin' on the project's Admin tool.
      OR
    • To delete project cost codes as a user with 'Standard' or 'Read Only' level permission to the project's Admin tool, the 'Manage Cost Codes' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
  • Prerequisites:
    Before you edit or delete your project's cost codes, review Procore's standard list of cost codes here.
    • If you decide that you would like to import a whole new list, see Import Custom Cost Codes and Divisions, which will give you steps to bulk import a new set of cost codes and divisions.
    • If you would only like to edit or delete a few cost codes or divisions, see the steps below.
  • For companies using the ERP Integrations tool:

Steps

  1. Navigate to the project's Admin tool.
  2. Under Project Settings in the right pane, click Cost Codes.
  3. Choose from these options:
    • To delete all of the project cost codes, highlight the top-level folder (this is labeled with the project name). 
    • To delete a division and all of the cost codes contained in it, expand the folder structure and then highlight the desired Division folder. 
    • To delete one or more cost codes, expand the folder structure to show your cost codes. Then highlight the cost code to delete. You can hold down the SHIFT key to highlight multiple codes. 
  4. Click Delete
  5. At the 'Are you sure you want to delete these codes' dialog box, click OK to confirm the delete action.  
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Last modified
10:52, 28 Aug 2017

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