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Procore

Delete a Commitment

 In Beta - Early Access DESIGN

The information on this page has been updated for the early access design release of the new Contracts table in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

Objective

To delete a purchase order or subcontract from a project's Commitments tool.

Background

When you delete a purchase order or subcontract using the steps below, Procore permanently moves it to the Recycle Bin. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    • If the Delete button is grayed out and unavailable, check to see if the status is set to 'Approved'.  You must change the status before it can be deleted. 
    • Deleted purchase orders and subcontracts are moved to the Recycle Bin and cannot be retrieved. 
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

Prerequisites

Steps

  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click View.
  3. Click Delete.
     Warning
    • If the button is grayed out and unavailable, check to see if the status is set to 'Approved'.
    • Procore does NOT permit you to delete 'Approved' purchase orders or subcontracts. You must change the status before it can be deleted. 
    • When you delete a purchase order or subcontract, Procore permanently moves it to the Recycle Bin.
    • Purchase orders and subcontracts cannot be retrieved from the Recycle Bin at a later time. 
  4. Click OK on the confirmation window.
    The system moves the deleted purchase orders or subcontracts to the Recycle Bin.

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.