Skip to main content
Procore (en-CA)

Delete an Approval Workflow Template in Portfolio Financials

 Note
The information on this tutorial applies to accounts with Procore's Portfolio Financials product with Approvals enabled. Please reach out to your Procore point of contact for more information. 

Objective

To delete an approval workflow template in Portfolio Financials.

Background

Company Admins can create and manage custom approval workflows for reviewing or approving items in Portfolio Financials. These workflows can be simple or complex and can be used for items such as tender, contracts, budgets, change orders and invoices. 

Things to Consider

  • Required User Permissions:
    • 'Company Admin' in Portfolio Financials.
  • Additional Information:
    • If you edit, remove or delete a workflow, any associated approvals will be cancelled and must be resubmitted. 
      Note: The project manager and submitter of each approval will be notified of the cancellation by email.

Steps

 Caution
If you delete an approval workflow template, any associated approval workflows will be removed from the buildings it was assigned to. In addition, the approvals will be cancelled and must be resubmitted. 
  1. From the Templates page, click the approval workflow template you want to delete.
  2. Click Delete Template
    delete-approval-workflow-template.png
  3. Click Delete to confirm the deletion.