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Procore (en-CA)

Delete an Action Plan Template

Objective

To delete an existing action plan template in the project's Action Plans tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool

Demo

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Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Action Plans.
  3. Navigate to the 'Templates' tab.
  4. Click on the template you want to delete.
  5. Click the vertical ellipsis  next to the Edit button and click Delete.
  6. Click the Delete button from the 'Delete Template' window.
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