What custom segments should we create for our company's Work Breakdown Structure?
Fondo
En la estructura de desglose del trabajo (WBS) de Procore, un segmento es un concepto que se utiliza para describir los componentes de una WBS y sus relaciones entre sí. Para obtener más información sobre los segmentos y cómo funcionan en Procore, consulte ¿Qué son los segmentos y los ítems de segmento?
Answer
At a minimum, your WBS in Procore must contain two (2) segments: Cost Code and Cost Type. Some companies also choose to add the optional Sub Job segment. If you want to be able to record financial line items with more granularity and generate reports for your project financials with more flexible grouping and sorting options, the table provides you with some common examples of how Procore customers can leverage custom segments in Procore's WBS.
Note
An effective WBS that meets the needs of your business always requires input from your company's stakeholders. When considering which segments to create, be sure to include your stakeholders in your discovery and planning process.
General Contractor
Example Custom Segments
Phase
Task
Building
Area
Pay Item
Owner
Example Custom Segments
Phase
Year
Building
Location 1
Facility
Contractor
Funding Source
Cost Center
Specialty Contractor
Example Custom Segments
Location
Phase
General Overhead
Project Overhead
1 If you create a custom segment named 'Location', be sure to inform your users that it is a distinct segment for your company's Work Breakdown Structure. Custom segments are not integrated with the 'Locations' field, which is associated with the multi-tiered locations feature in Procore. See What are multi-tiered locations?