Deactivate Segment Items

A segment is a discrete category that an organization uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. In Procore's Financial Management tools, segments are the building blocks that define the pattern of your company's budget code structure.

When you create a new segment item, it is active in your company account by default. You can use the steps below to deactivate it. When a segment is in a deactivated state, it is grayed out to indicate it is unavailable in the 'Segments' table.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • Segments can only be deactivated at the Company level. This function is NOT currently available on projects.

  • Before you deactivate a segment, be aware of the following:* If you deactivate a segment item that is used in a budget code on an existing project, it will continue to be available on that project. If you do NOT want the segment item to be used in a budget code on the existing project in the future, it is strongly recommended that you communicate this directive to your project team.* If you deactivate a segment item that is not used in a budget code on an existing project, it will not be available for use on that project.* If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project.

  • If you want to permanently remove a segment item to prevent it from being available on all new projects, see Delete Segment Items.

• Limitations:

  • For customers using the Company level ERP Integrations tool
    The default segments in WBS are compatible with Procore's ERP Integrations tool. However, some integrations do NOT yet support custom segments.

  • For customers who have independently developed or purchased a third-party solution to integrate with Procore
    To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API.