Copy Company WBS Segments to a Project

Objective

To copy company level segment items to your project's Work Breakdown Structure (WBS).

When setting up your project, you can choose which segment items to copy from your company's WBS.

Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
Limitations:
- 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.
- Custom Segments are NOT supported with the ERP Integrations tool.

Navigate to the project's Admin tool.
Under 'Company Settings', click the Work Breakdown Structure link.
In the 'Segments' table, click the segment that you want to work with. The steps you follow, depend on whether the segment is flat or tiered:
- Copy Flat Segments
- Copy Tiered Segments

Click the Company Segments button.
Choose from these options:
- To copy all of a copy segment to the project, click the Select All Segment Items button.
- To copy only selected segment items, mark the tickboxes next to the desired segment items.
Click the Copy button.

Click the Company Segments button.
Choose from these options:
- To copy all of a copy segment to the project, click the Select All Segment Items button.
- To copy only selected segment items, expand and collapse the desired segment items and then highlight the segment items to copy.
Click the Copy button.