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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.
    • To delete a form you created: 'Standard' level permissions or higher on the project's Forms tool.
  • 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.

See Also

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