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Procore (en-GB)

Add 'Sub Job' Segment Items to a Procore Project

Objective

To add a sub job to a Procore project in the Work Breakdown Structure (WBS) page of the project's Admin tool. 

Background

In Procore, a sub job allows you to compartmentalise job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might create a separate sub job for each individual structure.

After a sub job has been created, you can issue specific line items on the Bill of Quantities (BOQ) for a variation to the sub job.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Project level Admin tool. 
      OR
    • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template. 
      Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes
  • Additional Information: 
    • Adding 'Sub Jobs' to a project also adds it to your Company level 'Segments' list. The 'Sub Jobs' segment is counted as one (1) of the thirteen (13) available segments. 
  • Limitations:

Steps

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the Sub Jobs link.
     Notes
  4. Choose from these options:
    • If you are creating sub jobs for the first time, click the Add Segment Items button. 
      OR
    • If you are adding sub jobs to an existing list, click the Add Item button. 
  5. Enter the following information:
    • Code. Enter an alphanumeric code for the sub job. 
    • Description. Enter a description for the new sub job. 
  6. Click anywhere outside the line item to save it.
    Procore displays the work 'Saved' in GREEN text.  
     Important

    As shown below, after you add the 'Sub Job' segment to a project, it will automatically be added to the 'Segments' table in the Company level Admin tool with a tooltip beside it. Adding the 'Sub Job' to a project counts as using one (1) of your company's thirteen (13) available segments. 

    wbs-sub-jobs-in-segment-table.png