Delete an Approval Workflow Template in Portfolio Financials

Note icon Note

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.

Objective

To delete an approval workflow template in Portfolio Financials.

Background

Company Admins can create and manage custom approval workflows for reviewing or approving items in Portfolio Financials. These workflows can be simple or complex, and can be used for items such as bids, contracts, budgets, change orders, and invoices.

Things to Consider

  • Required User Permissions:

    • 'Company Admin' in Portfolio Financials.

Steps

Caution icon Caution

If you delete an approval workflow template, any associated approval workflows will be removed from the buildings it was assigned to. In addition, any pending approvals will be canceled and must be resubmitted.

  1. From the Templates page, click the approval workflow template you want to delete.

  2. Click Delete Template.
    delete-approval-workflow-template.png

  3. Click Delete to confirm the deletion.