Resource Tracking And Project Financials Setup Guide

Navigate to the Company level Admin tool.

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

In the 'Segments' table, click the Add Segment button.

In the 'New Segment' window, do the following:

• Segment Name*. Enter a name for your new segment. This is a required field. Duplicate segment names are NOT permitted. A 'Segment Name is in use' message appears to notify if you attempt to enter a name that already exists.

   Tip

  Not sure what custom segments to create? To learn how other Procore clients use Work Breakdown Structure, see What custom segments should we create for our company's Work Breakdown Structure?

• Segment Structure*. Select a value from the drop-down list. This is a required field. Your choices include:

  • Flat. Select this option to add your segment to the list with no hierarchy.

  • Tiered. Select this option to nest your segment into a tree (hierarchical) structure.

     Astuce

    Quelle est la différence entre un segment plat et un segment à plusieurs niveaux? Pour connaître la différence, voir Quelle est la différence entre un segment plat et un segment à plusieurs niveaux dans le WBS de Procore?

Under the Project Level Actions section, choose one (1) or all of these options:

• Add/Edit/Delete Project Level Segment Items. Place a mark in this checkbox to provide project administrators with the ability to add, edit, and delete unused segment items on a project. This setting is turned OFF by default.

   Remarque

  Lorsque ce paramètre est activé, les administrateurs de projet peuvent effectuer les tâches suivantes :

  • Ajouter des items de segment à un projet

  • Modifier des items de segment sur un projet

  • Supprimer les items de segment inutilisés d’un projet

• Delete Segment Items Inherited from Company. Place a mark in this checkbox to provide project administrators with the ability to delete segment items inherited at the Project level from the Company level Admin tool. This is useful to project administrators who don't want new segment items created at the company level to be used on a project. See Delete Unused Segment Items from a Project.

• Make segment required when creating Budget Codes. Place a mark in this checkbox to require this segment for new Budget Codes.

Click Create. Procore adds the new segment to the bottom of the 'Segments' list.

Repeat the steps above for all of the new segments to add.