Add Company Cost Types

Objective

To add cost types as segment items to the 'Cost Type' segment in your Company level Work Breakdown Structure (WBS). 

Background

The 'Cost Type' segment is one of the default segments in Procore's Work Breakdown Structure. It is a flat segment that is typically is used to perform job costing. In WBS, a segment is a discrete category that an organisation uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. After creating a segment, you can add an unlimited number of segment items to it. To learn more, see What are segments and segment items?

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Admin tool. 
• Additional Information:
  • 'Code' and 'Description' are required fields and cannot be empty.
  • Duplicate entries in the 'Code' field are NOT permitted. Entries in the 'Code' field for each segment item must be unique. 
  • There are no character limits on entries in the 'Description' field. 
  • There is no limit on the number of segment items you can add. 
  • Your Company level 'Cost Type' segment items cannot be edited or deleted at the project level.
• 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, some integrations do NOT yet support custom segments. To learn more, see Things to Know about your ERP Integration.
  • 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.

Prerequisites

Read the following:

• Create Your Company's Default Work Breakdown Structure
• Create Your Project's Work Breakdown Structure
• What are Procore's default cost types?

Steps

1. Navigate to the Company level Admin tool. 
2. Under 'Company Settings', click the Work Breakdown Structure link. 
3. In the 'Segments' table, click the 'Cost Types' segment to open it.
4. Do the following:
   
   
   • If you are setting up segment items for the first time or if you want to add more cost types, click the Add Items button. 
   • Code. Enter a unique alphanumeric code for the segment item. This is a required field. Duplicate entries are NOT permitted. In this example, we will enter: L
   • Description. Enter a description of the segment item. This is a required field. In this example, we will enter: Labour

      Note

     The 'Code' and 'Description' fields are required. Duplicate entries are NOT permitted in the 'Code' field. If you attempt to leave a field blank or add a duplicate, Procore displays a RED banner to notify you of the issue. 
     
5. Repeat the steps above for every cost type that you want to add. 

See Also

• View the Company Cost Type Segment Settings
• Edit Custom Segment Settings