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Procore

Remove Configurable Fieldsets from Projects in the Correspondence Tool

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To remove configurable fieldsets from one or more projects in Procore.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • After a project has been deselected from the 'Assigned Projects' window, the fieldsets will return to Procore's default fieldsets.
    • Configured fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.

Prerequisites 

See Apply a Fieldset to Projects in the Correspondence Tool OR click here to view the steps.  

Apply a Fieldset to one or more Projects 
  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Fieldsets tab.
  4. Locate the configurable fieldset you want to apply to projects.
  5. Click the fieldset's link in the 'Assigned Projects' column (e.g. 15/30 Projects).

    Note: This link indicates the number of projects the fieldset is currently applied to, out of the number of projects in the account.
  6. Mark the checkboxes next to the projects you want to assign the fieldsets to.
    OR
    Click Select All to select all projects.
  7. Click Update.
  8. Click Confirm to confirm that you want to apply the fieldsets to the selected projects.
    Note: If one or more fieldsets have been applied to a correspondence type, the fieldsets in the selected projects will be replaced with the fieldsets you configured.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Fieldsets tab.
  4. Locate the configurable fieldset you want to delete.
    Before you can delete a fieldset, you first need to remove the fieldset from the projects it has been applied to.
  5. Click the fieldset's link in the 'Assigned Projects' column (e.g. 15/30 Projects).
    Note: This link indicates the number of projects the fieldset is currently applied to, out of the number of projects in your company.
  6. Clear the checkboxes corresponding to the projects you want to remove the configured fieldset from.

     
  7. Click Update and then click Confirm to confirm that the fieldset will be removed from the selected project(s).
    Note:  Any unselected projects will be updated with the Procore Default fieldset for that tool or section.
  8. Click the vertical ellipsis (⋮) icon to the left of the fieldset, and then click Delete.
  9. Click Confirm to confirm that you want to delete the fieldset.
 Important
The fieldset cannot be restored after it has been deleted.

See Also

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