What custom segments should we create for our company's Work Breakdown Structure?

背景

在 Procore 的工作分解结构(WBS) ,细分是用于描述 WBS 的组件及其相互关系的概念。要了解有关细分及其在 Procore 中的工作方式的更多信息,请参阅什么是细分和细分项?

Answer

At a minimum, your WBS in Procore must contain two (2) segments: Cost Code and Cost Type. Some companies also choose to add the optional Sub Job segment. If you want to be able to record financial line items with more granularity and generate reports for your project financials with more flexible grouping and sorting options, the table provides you with some common examples of how Procore customers can leverage custom segments in Procore's WBS.

 Note

An effective WBS that meets the needs of your business always requires input from your company's stakeholders. When considering which segments to create, be sure to include your stakeholders in your discovery and planning process.

General Contractor

Example Custom Segments

Phase

Task

Building

Area

Pay Item

Owner

Example Custom Segments

Phase

Year

Building

Location 1

Facility

Contractor

Funding Source

Cost Center

Specialty Contractor

Example Custom Segments

Location

Phase

General Overhead

Project Overhead

1 If you create a custom segment named 'Location', be sure to inform your users that it is a distinct segment for your company's Work Breakdown Structure. Custom segments are not integrated with the 'Locations' field, which is associated with the multi-tiered locations feature in Procore. See What are multi-tiered locations?

See Also

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