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Procore

(Beta) Delete Fundings

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 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To delete a funding from a Procore project. 

Background

You can delete fundings from Procore when they are NOT in the 'Approved' status and when they have NOT been subjected to change orders. As a safeguard to protect items from being permanently being removed, only users granted the 'Required User Permissions' can delete fudnings. 

 Caution
  • A delete action permanently removes the item from Procore. This includes its Schedule of Values (SOV) and all line items. 
  • If item links other Procore items in other tools (such as a purchase order, subcontract, document, and so on), those links are also permanently removed. 
  • Delete actions are permanent. Once an item is deleted, it cannot be retrieved, restored, or recovered by you or by Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.
      OR
    • 'Read Only' or 'Standard' level permissions on the project's Funding tool with the 'Delete Funding' granular permission enabled on your permission template.
  • Limitations:
    You cannot delete a funding when:
    • It is in the 'Approved' status. 
    • It has one or more Funding Change Orders (FCOs). You must always delete FCOs before you can delete a funding. See Delete a Funding Change Order.
    • An invoice has been created for the funding. See Create a Funding Invoice.
       Tip
      Is there any way I to delete a funding after creating a change order?  Yes. If you really need to delete a funding, you can change it from 'Approved' to another status. You will also need to delete all of its associated change orders. See Delete a Funding Change Order.

Steps

  1. Navigate to the project's Funding tool.
  2. Locate the contract to delete. Then click its Number link to open it. 
  3. In the top-right corner of the page, click the vertical ellipsis and choose Delete Funding.
     Notes

    If the Delete Funding option is grayed out and unavailable, hover your mouse cursor over the tooltip to learn why. Typically, this only occurs when the following is true:

  4. Click Confirm in the confirmation window.