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Procore

Delete Unused Segment Items from a Project

Objective

To delete unused segment items from a Procore project. 

Background

At the Project level, segments and segment items can be deleted in accordance with the policies set by your company's Procore Administrator when the segment was created (see Add Custom Segments). Much like segment items in your Company level WBS, Project level segment items can be deleted only when they have not been used to create a budget code on your project. 

 Note
The steps below are only available when your Procore Administrator places a checkmark in the 'Add/Edit/Delete Project Level Segment Items' box. To learn more, see Add Custom Segments and Edit Custom Segment Settings

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Project level Admin tool. 
      OR
    • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Update Cost Codes' granular permission enabled on your permissions template. 
  • Additional Information:
    • After a segment item is used to create a budget code on a project, it cannot be deleted. However, it can be deactivated to prevent future use. See Deactivate Segment Items.
  • Limitations:
    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments?
    • For customers using the Company level ERP Integrations tool
      The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronization process does NOT yet support custom segments. To learn more, see Why can't I create WBS custom segments?
    • For customers who have independently developed or purchased a third-party solution to integrate with Procore
      To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API. To learn more, see Do we need to update our API Integrations for WBS?
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the segment that contains the item(s) to delete. 
    wbs-project-segments-edit.png
     
  4. Locate the segment item to delete. If you are deleting a tiered segment, you will want to navigate to the segment item and highlight it in the left pane. 
  5. Click the vertical ellipsis on the segment item's line item, and choose Delete from the Overflow menu. 

    wbs-delete-segment-item.png