Which Procore tools support Work Breakdown Structure?
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.
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. | |
| Variations | Editing line items using project-level budget codes. | |
| Client Contracts 1 | Creating and editing line items on the Bill of Quantities (BOQ) for a contract, variation or payment application using project-level budget codes. | |
| Commitments | Creating and editing line items on a commitment, variation or payment application Bill of Quantities (BOQ) using project-level budget codes. |
|
| Direct Costs | Creating and editing line items using project-level budget codes for a direct cost. | |
| Funding 2 | Creating and editing line items on a funding, variation or payment application Bill of Quantities (BOQ) using budget codes. | |
| Payment Applications | Accessing line items on a payment application's Bill of Quantities (BOQ) using project-level budget codes. |
|
| Main Contracts | Creating and editing line items on a contract, variation or payment application Bill of Quantities (BOQ) using project-level budget codes. | |
| Progress Billings | Accessing line items on a payment application's Bill of Quantities (BOQ) 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. |
1 
The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
2 The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
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 client contracts, commitments, fundings and main contracts. Add a line item to a change event. Edit a Bill of Quantities on a commitment. | |
| Procore for iOS | View client contracts, commitments, fundings and main contracts. Add a line item to a change event. Edit a Bill of Quantities on a commitment. |
Limitations
- For customers using Procore's Field Productivity tools
The default segments in WBS are compatible with
Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments? - For customers using the Company level ERP Integrations tool
The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronisation process does NOT yet support custom segments. To learn more, see Why can't I create WBS 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. To learn more, see Do we need to update our API Integrations for WBS?