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

答える

会社レベルの管理者ツールでセグメントの順序を並べ替える場合、会社レベルでのセグメントの順序が変更され た後 にセグメントがプロジェクトの予算コード構成に追加され た場合 、その変更は既存のプロジェクトのセグメントの順序 にのみ 影響します。

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.

関連情報

Procore の作業分解構成図の会社レベルとプロジェクトレベルの予算コード構成の詳細については、以下のチュートリアルを参照してください。

See Also

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