Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.
Procore's Work Breakdown Structure (WBS) provides teams with greater flexibility and more granularity using custom segments to create your company or project budget codes. In addition to the default paradigm of cost code, cost type, and sub-job (optional), you can create up to ten (10) custom segments and arrange those segments (in any order that you want) to form your budget code structure. You can also name your segments anything you like. To learn more, see Work Breakdown Structure (WBS).
The following Procore tools, platforms, and integrations support the Work Breakdown Structure feature.
These Company level tools support Procore's Work Breakdown Structure.
Tool Name | What is supported? | To learn more... |
|---|---|---|
Admin | Your company's Procore Administrator can manage the default segments, custom segments, segment items, and set the company's budget code structure. | |
Reports | Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports. |
These Project level tools support Procore's Work Breakdown Structure.
Tool Name | What is supported? | To learn more... |
|---|---|---|
Admin | A project administrator can manage the default segments, custom segment items, and set the project's budget code structure. | |
Budget | Creating and editing budget line items using project-level budget codes. | |
Change Events | Creating and editing change event line items using project-level budget codes. | |
Change Orders | Editing line items using project-level budget codes. | |
Commitments | Creating and editing line items on a commitment, change order, or invoice Schedule of Values (SOV) using project-level budget codes. | |
Direct Costs | Creating and editing line items using project-level budget codes for a direct cost. | |
Invoicing | Accessing line items on an invoice's Schedule of Values (SOV) using project-level budget codes. | |
Prime Contracts | Creating and editing line items on a contract, change order, or invoice Schedule of Values (SOV) using project-level budget codes. | |
Reports | Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports. |
These Procore platforms support Procore's Work Breakdown Structure.
Tool Name | What is supported? | To learn more... |
|---|---|---|
Procore Imports | Import segment items into the Company or Project level Admin tool. | |
Procore for Android | View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment. | |
Procore for iOS | View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment. |
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.
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