Delete Custom Segments

Objective

To delete a custom segment from your Company level Work Breakdown Structure (WBS)

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, locate the segment to delete.
     Notes
    • Procore's default segments cannot be deleted. 
    • A custom segment cannot be deleted after it is has been added to the budget code structure for one (1) or more projects. 
    • If you add segment items to a segment, the total number of items displays in the 'Items' column on the 'Segments' table. 
  4. Click the vertical ellipsis icon-ellipsis-options-menu.png  and choose Delete from the Overflow menu. 
    wbs-delete-segment-zero-items.png
  5. In the 'Delete Segment?' popup window, click the Delete button to confirm the removal action. This permanently deletes the segment from Procore. The segment cannot be recovered. 

See Also