What happens to projects when I change the segment order of my company's budget code structure in WBS?

Réponse

Lorsque vous réorganisez l’ordre des segments dans l’outil Admin au niveau de la compagnie, cette modification n’affecte l’ordre des segments sur un projet existant que si un segment est ajouté à la structure du code budgétaire d’un projet après que l’ordre des segments au niveau de la compagnie a été modifié.

Examples
How the company level budget code structure is inherited on new projects
  • Your company's Procore Administrator has defined your company level budget code structure as A.B.C.D.

  • When you create a new project (Project 1) it will inherit the current company's budget code structure. Your project's budget code structure is A.B.C.D.

How rearranging the company level budget code structure affects new and existing projects
  • Your company's Procore Administrator has defined your company level budget code structure as A.B.C.D.

  • Before creating a new project, your Procore Administrator changes company level budget code structure from A.B.C.D. to C.B.D.A.

  • On your existing project (Project 1), the budget code structure remains as A.B.C.D.

  • When you create a new project (Project 2), it will inherit the current company level budget code structure of C.B.D.A.

How removing project and company segments affects new and existing projects
  • Your company's Procore Administrator has defined your company level budget code structure as A.B.C.D.

  • Before creating a new project, your company's Procore Administrator removes segment D from the company level budget code structure. The company level structure is now A.B.C.

  • A new project is created and inherits the company level budget code structure of A.B.C.

  • A user with 'Admin' level permission on the Project Admin tool removes 'B' from the project level budget code structure. The project level budget code structure is now A.C.

  • Any existing projects (projects created before step 2) retain the budget code structure of A.B.C.D.

Ressources supplémentaires

Pour en en savoir plus sur la compagnie et niveau Projet structure du code budgétaire dans le WBS de Procore, consultez ces didacticiels :

See Also

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