View the Company Cost Type Segment Settings
Objective
To view 'Cost Type' segment settings for your Company level Work Breakdown Structure (WBS).
Background
Use the steps below whenever you want to view the settings on the 'Cost Type' segment in your company's WBS.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Limitations:
Prerequisites
Steps
- Navigate to the Company level Admin tool.
- Under 'Company Settings', click the Work Breakdown Structure link.
- In the 'Segments' table, click the 'Cost Types' segment.
- Above the 'Cost Types' table, click Configure Settings icon.
- In the 'Segment Settings' dialogue box under 'Project Level Actions,' you have these options:
Note
The 'Cost Type' segment is a default segment. You cannot edit the 'Segment Name' or the 'Segment Structure' settings.- Add/Edit/Delete Project Level Segment Items. This tickbox is greyed out and unavailable by default.
- Delete Segment Items Inherited by Default. This tickbox is greyed out and unavailable by default.
- Available for Use on New Projects. Place a tick in this box to make the segment and its items available for use on new Procore projects. This is Procore's default setting. Remove the tick if you do NOT want the segment or its items to be available on projects.
- Click Close.