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Procore (en-CA)

Delete Sub Jobs from a Project

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Objective

To delete one or more sub jobs from the 'Sub Job' segment of the Work Breakdown Structure  page in the project's Admin tool. 

Background

You can delete sub jobs from a project only if they have NOT been used in a budget code on the project. 

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Project level Admin tool. 
      OR
    • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template. 
      Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes. 
  • Limitations:
    • Custom Segments are NOT supported with the ERP Integrations tool.

Steps

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the Sub Jobs link.
     Notes
    • If the 'Sub Jobs' link is not visible in the 'Segments' table, see Enable Sub Jobs on Projects for WBS.
    • You can delete sub jobs from a project only if they have NOT been used in a budget code on the project. 
  4. Locate the line item that you want to delete. 
  5. Click the vertical ellipsis and choose Delete from the Overflow menu. 
  6. Click anywhere outside the line item to save it.
    Procore displays the work 'Saved' in GREEN text.