Delete a CCO Synced with ERP

After syncing a CCO with your ERP system, users will typically follow the change order process when a CCO needs to be modified. However, you might sometimes need to delete a synced CCO on a project. Since Procore does not allow deletion of synced commitments, you must first unlink the records in the two systems before you can delete the CCO.

• Required User Permissions:

  • 'Admin' level permissions on the project's Commitments tool.

• Limitations:

  • You cannot delete an 'Approved' change order.

  • After a synced CCO is unlinked and deleted, the data is permanently removed from the system and cannot be restored.

• Prerequisites:

  • Prerequisites vary depending on which ERP system your account is integrated with. For most integrations, deletion of the item in the ERP system is a prerequisite for unlinking in Procore. To learn more about your specific integration, see Which ERP integrations are supported by Procore?

  • Unlink CCOs Synced with ERP before attempting to delete.

1. Navigate to the project's Commitments tool.
   Note: Before proceeding, make sure the CCO is unlinked. See Unlink CCOs Synced with ERP.

2. Locate the synced CCO in the list.

3. Click View or Edit.

4. Update status to Draft.

5. Click Save.

6. Return to the project's Commitments main tool page.

7. Locate the CCO that you want to delete. Click Delete .