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Procore

Delete Project Level Observation Types

Objective

To delete observation types created at the project level.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the project's Observations tool. 
  • Observation types that are currently in use cannot be deleted.
  • Observation types created at the Company Level are indicated by a key icon (2018-10-01_10-15-44.png); these types cannot be deleted.

Steps

  1. Navigate to the Project level Observations tool.
  2. Click the Configure Settings (). 
  3. Click Observation Types.

    2018-10-01_10-03-29.png
     
  4. Navigate to the observation type you want to delete.
    Note: Observation types created at the Company Level are indicated by a key icon (2018-10-01_10-15-44.png); these types cannot be deleted.
  5. Click the type's red 'x' (2018-10-01_11-21-09.png) to delete it from the project.
    Note: a gray 'x' indicates that the type is currently in use and cannot be deleted.

See Also

 

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