Delete or Inactivate a Project in Workforce Planning
Objective
To delete a project in Workforce Planning
Background
You can delete or inactivate projects in Workforce Planning if they are no longer needed. Projects that are deleted in Workforce Planning will be marked as inactive in Procore. In general, Procore recommends inactivating projects instead of deleting them, so that you can retain any data associated with the project.
Note
Projects can be created in either Procore or Workforce Planning, but your company must choose one as your system of record. Your Procore point of contact guides your company through this decision based on your setup.
This article is for customers who have Workforce Planning as their system of record for project creation and management.
Things to Consider
- Required User Permissions:
- To inactivate projects, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' permissions or higher on the Workforce Planning tool with the 'Edit Project Details' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning. - To delete projects, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' permissions or higher on the Workforce Planning tool with the 'Delete Projects' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- To inactivate projects, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information:
- Projects marked as 'Inactive':
- Are removed from the Assignment Boards.
- Can not have new workforce assignments or workforce requests created or existing requests and assignments edited
- Remain in Workforce Planning for record keeping purposes.
- If data syncs are enabled:
- Projects that are marked as inactive or deleted in Workforce Planning are marked as 'Inactive' in Procore.
- Projects marked as 'Inactive':
Important
Deleting a project permanently removes all the history and data associated with that project from Workforce Planning.Prerequisites
Steps
You can:
Inactivate a Project in Workforce Planning
- Navigate to the Company level Workforce Planning tool.
- Click Projects and select Project List.
- Locate the project to modify. Then click the project name.
- Locate the 'Info' section and click Edit.
- Locate 'Status' and click Inactive.
- Click Save.
Delete a Project in Workforce Planning
- Navigate to the Company level Workforce Planning tool.
- Click Projects and select Project List.
- Locate the project to modify. Then click the project name.
- Locate the 'Delete Project' section and click Delete.
- Enter the word 'Yes' to confirm deletion.
- Click Delete.
Note: The project is deleted from Workforce Planning and marked as 'Inactive' in Procore.