Why can't I delete certain saved views in the Document Management tool?

Regional availability

The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Background

If you have 'Admin' permissions to the Document Management tool, you can create, edit, or delete saved views for the project. See Create a Saved View in the Document Management Tool. However, all new projects receive the same system-provided collections and saved views that cannot be deleted, and some of them cannot be edited either.

Answer

The system-provided collections and saved views cannot be removed because they contribute to quick set up and optimal performance of the Document Management tool. Saved views such as "Assigned to Me" give users efficient access to the correct document revisions in need of attention or approval so that projects move forward. Project admins can reorder collections, and some of the provided collections and saved views can even be renamed and edited. Users can also collapse collections to create their desired default view that displays each time they access the Document Management tool from the same browser, as long as they haven't cleared their browser's cache.

These are the provided collections and saved views with their editing parameters:

  • Published 1 (collection)

    • All Published Documents 2 (saved view)

    • Drawings 3 (saved view)

    • Specifications 3 (saved view)

  • In Review 4 (collection)

    • All In Review Documents 4 (saved view)

    • Assigned to Me 4 (saved view)

    • Assigned to Company4 (saved view)
      Note: This filters all documents that have the user or a user at their company listed as a Pending Assignee for that document revision.

  • All Documents 4 (saved view) - Located at the bottom of the Saved Views panel and lists all the project's documents with no filters applied. Saved views cannot be created from it.

1 Admins can rename it and change or add filters as needed but cannot delete or clone.

2 Cannot be deleted, cloned or renamed, and the filters are the ones chosen for the 'Published' collection.

3 Admins can add extra filters as needed but cannot delete, clone, or rename.

4 Cannot be deleted, renamed, or cloned, and the filters cannot be edited in any way.

See Also

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