Which Procore tools support Work Breakdown Structure?

Using Owner or Specialty Contractor Terminology?

Procore can be configured to use terminology specific to General Contractors, Owners, or Specialty Contractors. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Empreiteiros Gerais
      Inglês (Estados Unidos) - Padrão

      Proprietários
      Inglês (terminologia do proprietário V2)

      Empreiteiros especializados
      Inglês (Terminologia de empreiteiro especializado)

      Facturação

      Facturação

      Faturamento em Andamento

      Proprietário

      Financiamento

      Proprietário

      Proprietário/Cliente

      Proprietário/Cliente

      GC/Cliente

      Alteração contratual de contrato principal

      Alteração contratual de financiamento

      alteração contratual de contrato de cliente

      Contratos Principais

      Financiamento

      Contratos de Clientes

      Receita

      Financiamento

      Receita

      Subcontratar

      Contrato

      Subcontratar

      Subcontratado

      Contratante

      Subcontratado

      SSOV (Itens de contrato de subempreiteiro)

      Itens do contrato de empreiteiro (CSOV)

      SSOV (Itens de contrato de subempreiteiro)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Answer

Procore's Work Breakdown Structure (WBS) provides teams with greater flexibility and more granularity using custom segments to create your company or project budget codes. In addition to the default paradigm of cost code, cost type, and sub-job (optional), you can create up to ten (10) custom segments and arrange those segments (in any order that you want) to form your budget code structure. You can also name your segments anything you like. To learn more, see Work Breakdown Structure (WBS).

The following Procore tools, platforms, and integrations support the Work Breakdown Structure feature.

Supported Company Level Tools

These Company level tools support Procore's Work Breakdown Structure.

Tool Name

What is supported?

To learn more...

Admin

Your company's Procore Administrator can manage the default segments, custom segments, segment items, and set the company's budget code structure.

Reports

Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports.

Supported Project Level Tools

These Project level tools support Procore's Work Breakdown Structure.

Tool Name

What is supported?

To learn more...

Admin

A project administrator can manage the default segments, custom segment items, and set the project's budget code structure.

Budget

Creating and editing budget line items using project-level budget codes.

Change Events

Creating and editing change event line items using project-level budget codes.

Change Orders

Editing line items using project-level budget codes.

Commitments

Creating and editing line items on a commitment, change order, or invoice Schedule of Values (SOV) using project-level budget codes.

Direct Costs

Creating and editing line items using project-level budget codes for a direct cost.

Invoicing

Accessing line items on an invoice's Schedule of Values (SOV) using project-level budget codes.

Prime Contracts

Creating and editing line items on a contract, change order, or invoice Schedule of Values (SOV) using project-level budget codes.

Reports

Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports.

Supported Platforms

These Procore platforms support Procore's Work Breakdown Structure.

Tool Name

What is supported?

To learn more...

Procore Imports

Import segment items into the Company or Project level Admin tool.

Procore for Android

View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment.

Procore for iOS

View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment.

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.

See Also

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