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Procore

Delete a Project Level Form

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Objective

To delete a form from the project's Forms tool.

Things to Consider

  • Required User Permissions:
    • To delete any form: 'Admin' level permissions on the project's Forms tool.
      Note: This includes a form you create. 
  • Additional Information:

Steps

Delete a Form from the Forms List View

  1. Navigate to the project's Forms tool. 
  2. Click Open next to the form you want to delete.
    This opens the form in a document viewer.
  3. Click the icon-delete-trash.png icon.
  4. In the 'Confirm Deletion' window, click Delete.

Delete a Form from the Form's Info Page

  1. Navigate to the project's Forms tool.
  2. Click Info next to the form you want to delete.
  3. Click Delete.
  4. In the confirmation window, click OK.