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Procore (en-GB)

Copy Company Segments to a Project

Objective

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

Background

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

Things to Consider

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

Prerequisites

Steps

  1. Navigate to the project's 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. The steps you follow, depend on whether the segment is flat or tiered:

Copy Flat Segments

  1. Click the Company Segments button. 
  2. 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. 
  3. Click the Copy button. 

Copy Tiered Segments

  1. Click the Company Segments button. 
  2. 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. 
  3. Click the Copy button.