Add 'Sub Job' Segment Items to a Procore Project

In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an Integrated ERP System) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might create a separate sub job for each individual structure.

After a sub job has been created, you can issue specific line items on the Ventilation des coûts (SOV) for a Ordre de changement to the sub job.

• Required User Permissions:

  One of the following:

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

  • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template. Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes.

• Informations complémentaires :

  • L’ajout de sous-projets à un projet les ajoute également à votre liste de segments au niveau entreprise. Le segment Sous-projets est compté comme l’un (1) des treize (13) segments disponibles.

• Limitations:

  • 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.

• Activer les sous-projets sur les projets pour la SDP

• Ajouter des codes de coût de l’entreprise

• Copier les codes de coût de l’entreprise dans un projet

1. Navigate to the project's Admin tool.

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

3. In the 'Segments' table, click the Sub Jobs link.

    Notes

   • Si le lien Sous-projets n’est pas visible dans le tableau Segments, voir Activerles sous-projets sur les projets pour la SDP.

   • Avant de pouvoir ajouter un sous-projet à un projet, l’administrateur Procore de votre entreprise doit ajouter les codes de coût de votre entreprise. Voir Ajouter des codes de coût d’entreprise.

   • Pour les sous-projets, les codes de coût sont copiés à partir de la liste des codes de coût standard au niveau entreprise, et non de la liste des codes de coût au niveau projet.

4. Choose from these options:

   • If you are creating sub jobs for the first time, click the Add Segment Items button.
     OR

   • If you are adding sub jobs to an existing list, click the Add Item button.

5. Enter the following information:

   • Code. Enter an alphanumeric code for the sub job.

   • Description. Enter a description for the new sub job.

6. Click anywhere outside the line item to save it. Procore displays the work 'Saved' in GREEN text.

    Important

   As shown below, after you add the 'Sub Job' segment to a project, it will automatically be added to the 'Segments' table in the Company level Admin tool with a tooltip beside it. Adding the 'Sub Job' to a project counts as using one (1) of your company's thirteen (13) available segments.

   

• Assign Project Cost Codes to Sub Jobs