Criar a estrutura de analítica de projetos padrão da sua empresa

Ao configurar sua EAP pela primeira vez, você pode escolher entre usar o código de orçamento padrão e a estrutura que acompanha o Procore ou personalizar essa estrutura para criar sua própria EAP nível de empresa. Este tutorial fornece uma visão geral das etapas para personalizar a EAP do padrão do Procore para a conta Procore da sua empresa. Se você estiver personalizando sua EAP, convém concluir esta etapa antes de personalizar sua EAP para seus projetos individuais.

• Permissões de usuário necessárias:

  • Permissões de nível "Administrador" na ferramenta Administrador de nível de empresa.

• Limitações:

  • 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.

• A conta Procore da sua empresa precisa primeiro receber a atualização da EAP.

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

• Criar a estrutura de analítica de projetos do seu projeto