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Integration by Procore: Delete a Commitment Synced with Viewpoint® Spectrum®

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Objective

To delete a commitment after it has been synced with Viewpoint® Spectrum® using the Integration by Procore. 

Background

After you sync a commitment between Procore and Viewpoint® Vista™ using the Integration by Procore, you will typically use the change order process when you need to modify a commitment (see Create a Commitment Change Order or Create a Commitment Change Order from a Change Event).  However, on occasion, you might need to delete a synced commitment on a project. Since Procore does not permit users to delete synced commitments, the only way to delete the commitment is to first unlink it. See Unlink Commitments Synced with Viewpoint® Spectrum®. After the unlink, use the steps below to delete it. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Commitments tool. 
  • Prerequisite:
  • Additional Information:
    • When a synced commitment or change order is deleted from Procore, the delete action is captured in the individual item's Change History tab.
  • Limitations:
    • After a synced commitment is reset and deleted, the data is permanently removed from the system and cannot be restored.

Steps

  1. Complete the steps in Unlink Commitments Synced with Viewpoint® Spectrum®.
  2. Navigate to the project's Commitments tool. 
  3. Locate the synced commitment (i.e,. subcontract or purchase order) that you requested to delete. Then click View or Edit. 
  4.  Update the status of the commitment to Draft. 
  5. Click Save. 
  6. In the right pane, click Delete.

See Also