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Procore

(Beta) Delete Unused Segment Items from a Project

 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Work Breakdown Structure (WBS) Beta Program. The content on this page is for informational purposes only. All information and content on this page is subject to change without any prior notice. 

Objective

To delete unused segment items from a Procore project. 

Background

At the Project level, segments and segment items can be deleted in accordance with the policies set by your company's Procore Administrator when the segment was created (see Add Custom Segments). Much like segment items in your Company level WBS, Project level segment items can be deleted only when they have not been used to create a budget code on your project. 

 Note
The steps below are only available when your Procore Administrator places a checkmark in the 'Add/Edit/Delete Project Level Segment Items' box. To learn more, see Add Custom Segments and Edit Custom Segment Settings

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
  • Additional Information:
    • After a segment item is used to create a budget code on a project, it cannot be deleted. However, it can be deactivated to prevent future use. See Deactivate Segment Items.
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the segment that contains the item(s) to delete. 
    wbs-project-segments-edit.png
     
  4. Locate the segment item to delete. If you are deleting a tiered segment, you will want to navigate to the segment item and highlight it in the left pane. 
  5. Click the vertical ellipsis on the segment item's line item, and choose Delete from the Overflow menu. 

    wbs-delete-segment-item.png