Integration by Procore: Delete Project Cost Codes from a Viewpoint® Spectrum® Project
Objective
To delete Project Cost Codes from a Procore project that has previously been synced with Viewpoint® Spectrum® using the Integration by Procore.
Background
If your company has implemented the ERP Integrations tool and configured it for use with Viewpoint® Spectrum®, a user with 'Admin' level permission on the project's Admin tool can delete Project Cost Codes under two conditions: (1) The project cost code must not be in use on any items in the project, and (2) the project cost code must first be removed from Viewpoint® Spectrum®, even if the project has previously been synced.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the project's Admin tool.
- Prerequisites:
- The cost code(s) must first be deleted from Viewpoint® Spectrum®, even if previously synced.
- Requirements:
- Project Cost Codes can only be deleted under the following circumstances:
- The cost code(s) must be unused in the Procore project.
- The cost code(s) must first be deleted from Viewpoint® Spectrum®, even if previously synced.
- Project Cost Codes can only be deleted under the following circumstances:
Steps
To delete unused cost codes from the project's 'Cost Code' segment: