Edit Custom Segment Settings

After you add a custom segment, you can edit its 'Segment Name' and its 'Project Level Actions' settings at any time. However, you are NOT permitted to modify its 'Segment Structure' setting. For example, you can change a segment named 'Phase' to 'Stage' and you can turn ON/OFF the Project level settings, but you cannot change a tiered segment to a flat segment (or vice versa).

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • You cannot edit the 'Segment Structure' after a segment is created. For example, you cannot change a tiered segment to a flat segment or vice versa.

  • You can edit these settings for a custom segment: 'Segment Name' and the checkboxes under 'Project Level Actions'.

  • You cannot edit the settings for a default segment at any time.

• Limitations:

  • For customers using the Company level ERP Integrations tool
    The default segments in WBS are compatible with Procore's ERP Integrations 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.

  • Custom Segments are NOT supported with the ERP Integrations tool.

• Add Custom Segments

1. Navigate to the company's Admin tool.

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

3. In the 'Segments' table, click the 'Segment' that you want to work with.

4. Click the Configure Settings icon.

5. Edit the segment settings as follows:

    Notes

   • You can only edit segment settings for custom segments. You cannot edit settings for a default segment. See What is the difference between a default and custom segment in Procore's WBS?

   • When editing a custom segment:

     • You can only update the 'Segment Name' and its settings under 'Project Level Actions'.

     • You are NOT permitted to edit its 'Segment Structure'.

   • Optional: Segment Name. Type over the existing name with a new one. This is a required field.

   • 

6. Click Save. The 'Segments' list is updated with your changes.

7. Repeat the steps above for all of your company's segments with settings to edit.
   You can continue by configuring the budget code structure for your company's Procore account.

• Arrange Segments to Form the Company's Budget Code Structure