Arrange the Company Budget Code Structure

When your company's Procore Administrator adds custom segment, Procore automatically adds them to the end of the 'Budget Code Structure' section in the order created. Your administrator can also arrange these segments to appear in any order. The arrangement defines your company's budget code structure on all the Procore projects in your company's account.

• Required User Permissions:

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

• Additional Information:

  • Sub Jobs are NOT supported in the Company Admin tool. Instead, they must be enabled and managed in the Project level Admin tool. See Enable Sub Jobs on Projects for WBS and Add 'Sub Job' Segment Items to a Procore Project.

• 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.

Complete these steps:

• Add Custom Segments

• Add Company Cost Codes

• Add Company Cost Types

• Optional: Enable Sub Jobs on Projects for WBS and Add a Sub Job to a Procore Project

1. Navigate to the Company level Admin tool.

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

3. In the 'Budget Code Structure' section, click the Edit button.

4. In the 'Segment Order' table, click and hold the double grip and then use a drag-and-drop operation to place each segment in the desired position.

   

   The 'Order' area reflects the segment order your define for your company's budget code structure.

5. Click Save.

• Create Your Project's Work Breakdown Structure