Crear la estructura de desglose del trabajo predeterminada de la empresa

Cuando configura su estructura de desglose del trabajo por primera vez, puede elegir entre usar el código y la estructura de presupuesto predeterminados que viene con Procore o puede personalizar esta estructura para crear su propia EDT a nivel de empresa. Este tutorial le proporciona una descripción general de los pasos que debe seguir para personalizar la WBS predeterminada de Procore para la cuenta de Procore de su empresa. Si está personalizando su WBS, querrá completar este paso antes de personalizar su WBS para sus proyectos individuales.

• Permisos de usuario necesarios:

  • Permisos de nivel "Administrador" en la herramienta Administrador de nivel de empresa.

• Limitaciones:

  • 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.

• La cuenta Procore de su empresa debe recibir primero la actualización de la estructura de desglose de trabajo.

When getting started with WBS, you can use Procore's default WBS or you can add custom segments. The steps below assume you want to add custom segments to your company's budget code structure.

1. Create your custom Segment and add custom Segment Items as follows:

   • Add Custom Segments

   • Add Segment Items

2. If you need to make changes to your segments, it is recommended that you do that now:

   • Edit Custom Segment Settings

   • Edit Segment Items

   • Delete Custom Segments

3. If you want to add custom segment items to your default segments, do the following:

   • Add Company Cost Codes

   • Add Company Cost Types

      Tips

     Want to view your cost codes and cost types? To view your existing cost code and cost type segment settings, see:

     • View Company Cost Code Segment Settings

     • View Company Cost Type Segment Settings

     How do we manage 'Sub Jobs'? You can enable the optional 'Sub Job' segment in the Company level Admin tool. See Enable Sub Jobs for WBS. However, in WBS, the 'Sub Job' segment is managed in the Project level Admin tool. You can add sub jobs as you would add any other segment item. To learn how, see Add Segment Items to a Project.

4. Now that your segments appear as you want them, you can configure your company's budget code structure as follows:

   • Arrange the Company Budget Code Structure

• Crear la estructura de desglose de trabajo del proyecto