Guía de estructura de desglose del trabajo de administración de la compañía

Un segmento es una categoría discreta que una organización utiliza para dividir su trabajo en componentes manejables. Un ítem de segmento es uno de los muchos ítems distintos de un segmento. En las herramientas de administración financiera de Procore, los segmentos son los componentes básicos que definen el patrón de los Estructura del código de presupuestoarchivos .

Cuando crea un nuevo ítem de segmento, este está activo en la cuenta de su compañía de forma predeterminada. Puede seguir los pasos a continuación para desactivarlo. Cuando un segmento está desactivado, aparece atenuado para indicar que no está disponible en la tabla "Segmentos".

• 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 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.

Deactivate Flat Segment Items

1. Navigate to the Company level Admin tool.

2. Under 'Company Settings', click the Work Breakdown Structure link.

3. In the 'Segments' table, locate the desired segment and then click its link.

4. In the 'Segment' table, locate the segment item to deactivate.

5. Click the vertical ellipsis and choose Deactivate from the Overflow menu on the line item.

   Example

   In this example, we will deactivate a segment item named 'Phase 1' in a custom segment named 'Phase'.

   

   Procore deactivates the segment item.

Deactivate Tiered Segment Items

1. Navigate to the Company level Admin tool.

2. Under 'Company Settings', click the Work Breakdown Structure link.

3. In the 'Segments' table, locate the segment(s) to deactivate.

4. Choose from these options:

   • Deactivate a Parent Segment and its Children

   • Deactivate a Single Segment Item

   • Deactivate Segment Items in Bulk

Deactivate a Parent Segment and its Children

To deactivate a parent segment and all of its items, highlight the tiered segment item in the list. Then, click the vertical ellipsis and choose Deactivate from the Overflow menu.

Deactivate a Single Segment Item

To deactivate a single segment item, click the vertical ellipsis and choose Deactivate from the Overflow menu at the top of the 'Segments' table.

Deactivate Segment Items in Bulk

To deactivate tiered segment items in bulk, place a checkmark next to the boxes that correspond to the segment items to deactivate. Then click the 'Deactivate Selected Items' icon at the top of the 'Segment Items' table.Note: Flat segment items can NOT be deactivated in bulk