Remove Segments from the Project Budget Code Structure

背景

只要你的项目中没有使用该段的预算编号。你就可以从项目 级别 预算 编号 结构中删除自定义细分。

需要考虑的事项

  • 所需的用户权限:

    • 项目级别管理员工具的"管理员"级别权限。

  • 其他信息:

  • 限制:

    • For customers using the Company level ERP Integrations tool
      The default segments in WBS are compatible with Procore's ERP Integrations 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.

先决条件

步骤

  1. 导航到项目级别管理员工具。

  2. 在"项目设置"下，点击工作分解结构链接。

  3. 在"细分"表中，右键点击垂直省略号并选择从预算编号结构中移除菜单选项。

    Wbs Remove From Budget Code Structure

    #2（2）}#（3）} +199999999:00:00

Copy Company Segments to a Project