Delete Project Cost Codes from a ERP Integrated Project
Objective
To delete project cost codes from a Procore project that has previously been synced with MYOB Advanced Construction.
Background
If your company has implemented the ERP Integrations tool and configured it for use with MYOB Advanced Construction, 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 MYOB Advanced Construction, 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 MYOB Advanced Construction, 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 MYOB Advanced Construction, 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:
- Navigate to the Project level Admin tool.
- Under 'Project Settings', click the Work Breakdown Structure link.
- In the 'Segments' table, click the segment that contains the item(s) to delete.
- Locate the segment item to delete. If you are deleting a tiered segment, you will want to navigate to the segment item and highlight it in the left pane.
- Click the vertical ellipsis on the segment item's line item and choose Delete from the Overflow menu.
