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Add, Edit and Delete Company Cost Codes

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Objective

To add, edit and delete cost codes (a.k.a., 'Cost Code' segment items) in your company's Work Breakdown Structure.

Background

The 'Cost Code' segment is one of the default segments in Procore's Work Breakdown Structure. With WBS, each cost code in the segment list is considered a segment item. 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?

Example

Procore's 'Cost Code' segment is a tiered segment. By default, its segment items align with the MasterFormat from the Construction Specifications Institute (CSI). For a complete list, see What are Procore's default cost codes? However, the segments and segment items in your environment might be different. 

 
02
Site Construction
02...

 
000
General
000...

 
200
Site Preparation
200...

 
220
Site Demolition
220...
Child
Child
Child
Child
Child
Child
LEGEND
LEGEND
Tiered Segment
Tiered Segment
Tiered Segment Items
Tiered Segment Items
Add Unlimited Segment Items
Add Unlimited Segment Ite...
Parent
Parent
Cost Code-Tier 1
Cost Code-Tier 1
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • Segment items are placed into the active state upon creation. If you don't want your company's project users to have access to a specific segment item, you can Deactivate Segment Items.
    • 'Code' and 'Description' are required fields. 
  • Limitations:
    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png 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?
    • In a flat segment, duplicate entries in the 'Code' field are NOT permitted. 
    • In a tiered segment, duplicate entries in the 'Code' field are NOT permitted when the segment items are children of the same parent segment. 
    • There are no character limits or other limitations on entries in the 'Description' field. 
    • There is no limit on the number of segment items you can add.
      • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

Add Cost Codes as Segment Items

You can add cost codes as segment items in the 'Cost Code' segment.

  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 segment that you want to work with.

    wbs-segments-add-segment-item.png
     Tips
    • Where are my individual cost codes and cost types? The 'Cost Code' and 'Cost Type' segments in Work Breakdown Structure are Procore's default segments. The individual cost codes and cost types listed in each segment list are called segment items. See What are segment and segment items?
    • What are sub jobs? The 'Sub Job' segment is an optional segment that you can enable. See Enable Sub Jobs for WBS.  Once enabled, you can add sub jobs to your projects. See Add Sub Jobs to a Project.
    • What are custom segments? Your company can also create custom segments. For example, you could create a 'Phase' segment and then add segment items named 'Phase I', 'Phase II' and 'Phase III.'  See Add Custom Segments. 
    • What is the difference between a flat segment and a tiered segment? To learn the difference, see What is the difference between a flat and tiered segment in Procore's WBS?
     
  4. In the 'Segments' table, do the following:
    • Click the Add Items button. 
      wbs-add-segment-line-item.png 
      • Code. Enter a unique alphanumeric code for the segment item. Then press the TAB key to move system focus to the 'Description' field. For example, enter: P1, P2 or P3
         Notes
        • You can set character limits on the 'Code' field when adding or editing a segment. See Add a Company Level Custom Segment or Edit a Company Level Custom Segment.
        • To save a new segment item, you must enter both a 'Code' and 'Description'. if you do not enter data in these fields, a RED banner appears to alert you that the fields cannot be empty.

          wbs-cannot-be-empty.png
      • Description. Enter a description of the segment item. Then press the TAB key to save the new segment item to the list. A GREEN 'Success' banner appears to confirm that the new segment item was saved. For example, enter: Phase I, Phase II or Phase III
         Important

        In order to navigate off the page, you must enter both a 'Code' and 'Description'. If you do NOT have an entry in both fields and try to move your cursor's focus to a new page, a popup message reminds you that any changes you've made will NOT be saved.

        • To finish your data entry on the line item, click Cancel. 
        • To proceed without saving the line item, click Leave. 
  5. Repeat the steps above for every segment item that you want to add. 

Edit 'Cost Code' Segment Items

You can edit segment items in the 'Cost Code' segment.

  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 segment that you want to work with.

    wbs-segments-add-segment-item.png 
     Note
    For example, let's assume you created a custom segment named 'Phase' with segment items named 'Phase I', 'Phase II' and 'Phase III'  You want to rename the segment 'Stage' and its segment items 'Stage 1, Stage 2 and Stage 3.'
  4. In the 'Segment Item' table, do the following:

    wbs-add-segment-line-item.png
    • Code. Type over the existing entry with a unique alphanumeric code for the segment item. Then press the TAB key to move system focus to the 'Description' field. For example, enter: Stage
       Important
      If the custom segment item is being used on a project's budget code, you will NOT be able to change its 'Code' value. 
    • Description. Type of the existing entry with an updated description of the segment item. Then press the TAB key to save the new segment item to the list. A GREEN 'Success' banner appears to confirm that the update was saved. For example, enter: Stage 1, Stage 2 or Stage 3
  5. Repeat the steps above to change other segment items as needed. 

Delete 'Cost Code' Segment Items

You can delete segment items from the 'Cost Code' segment.

  1. Navigate to the company's Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the 'Cost Code' segment, which is a tiered segment.
  4. Follow the steps below:

Delete a Tiered Segment Item

In the 'Segment Items' table, navigate to the segment item(s) to delete. Mark one (1) or more tickboxes corresponding to the items to delete. Then click the 'Delete Selected Items' icon in the top right corner of the 'Segment Items' table. 

delete-tiered-codes.png

See Also