Manage Schedule Activity and Hierarchy

The Work Breakdown Structure (WBS) in Procore allows you to group related activities under "summary" or "parent" rows. This helps organize large schedules and provides "roll-up" data, where the dates and progress of the parent row are automatically calculated based on its children.

• Positional Logic: WBS numbers in this tool are positional, not "sticky." If you move an activity to a different part of the schedule, its WBS number will automatically update to reflect its new location.

• Summary Roll-ups: A parent row's duration and percent complete are driven by its sub-activities; you cannot manually edit the dates of a parent row without moving the children.

Create Parent-Child Relationships

1. Navigate to the project's Scheduling tool.

2. Select the activity row(s) you want to move within the hierarchy.

   • Tip: Hold Shift to select a range or Ctrl/Cmd to select multiple individual rows.

3. To Indent (Create a Child): Right-click the selected rows and select Indent. The activities will move to the right, becoming children of the row directly above them.

4. To Outdent (Move to a Higher Level): Right-click the selected rows and select Outdent. The activities will move to the left, becoming peers of their former parent row.

Add Hierarchical Rows

1. Right-click an existing activity.

2. Select Add... and choose Child activity.

   • This creates a new sub-activity nested directly under your selection.

Move and Organize Groups

1. To move an entire section of the WBS, select the Parent/Summary activity.

2. Use Cut and Paste (Ctrl/Cmd + X then Ctrl/Cmd + V).

   • Note: Moving or duplicating a parent activity automatically includes all its children in the action.