会社の既定の作業分解構成図を作成する

初めて作業分解構成図を設定するときは、Procore に付属する既定の予算コードと構成を使用するか、この構造をカスタマイズして独自の会社レベルの作業分解構成図を作成するかを選択できます。このチュートリアルでは、会社の Procore アカウント用に Procore の既定の作業分解構成図をカスタマイズする手順の概要を説明します。作業分解構成図をカスタマイズする場合は、個々のプロジェクト用に作業分解構成図をカスタマイズする前に、このステップを完了する必要があります。

• 必要なユーザー権限:

  • 会社レベルの管理者ツールで「管理者」レベルの権限。

• 制限：

  • 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.

• 会社の Procore アカウントは、まず作業分解構成図の更新を受け取る必要があります。

When getting started with WBS, you can use Procore's default WBS or you can add custom segments. The steps below assume you want to add custom segments to your company's budget code structure.

1. Create your custom Segment and add custom Segment Items as follows:

   • Add Custom Segments

   • Add Segment Items

2. If you need to make changes to your segments, it is recommended that you do that now:

   • Edit Custom Segment Settings

   • Edit Segment Items

   • Delete Custom Segments

3. If you want to add custom segment items to your default segments, do the following:

   • Add Company Cost Codes

   • Add Company Cost Types

      Tips

     Want to view your cost codes and cost types? To view your existing cost code and cost type segment settings, see:

     • View Company Cost Code Segment Settings

     • View Company Cost Type Segment Settings

     How do we manage 'Sub Jobs'? You can enable the optional 'Sub Job' segment in the Company level Admin tool. See Enable Sub Jobs for WBS. However, in WBS, the 'Sub Job' segment is managed in the Project level Admin tool. You can add sub jobs as you would add any other segment item. To learn how, see Add Segment Items to a Project.

4. Now that your segments appear as you want them, you can configure your company's budget code structure as follows:

   • Arrange the Company Budget Code Structure

• プロジェクトの作業分解構成図を作成する