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Procore (en-GB)

Create Your Project's Work Breakdown Structure

Objective

To adjust your company's Work Breakdown Structure (WBS) for a Procore project.

Background

After creating a new project in your company's Procore account, you can use the built-in WBS features to define the cost structure for Procore's Project Financials tools. When defining a project's WBS cost structure, you have two choices. If you are unsure which choice to make, contact your company's Procore Administrator for guidance:

  • Apply your Company's Default WBS
    This is the WBS defined by your company's Procore Administrator and you can use it exactly as it was created. 
  • Copy the WBS from Another Project
    This is the WBS defined on one of your existing Procore project templates. Keep in mind that you can create a unique WBS for each project in your company's account. In order to copy the WBS from another source project to your new target project, you must first save the source project as a project template. See Configure a Project Template.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
  • Additional Information:
  • Limitations:

Prerequisites

 Tip
Do you want to copy the WBS from an existing project to your new project? If so, a Procore user who meets the required user permissions will need to configure the source project as a project template. A source project is the project that contains the WBS you want to copy to your new one. For instructions see, Configure a Project Template. One that step is complete, you'll be able to select the 'Copy the WBS from Another Project' option detailed in the Steps below. 

Steps

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link. 

    wbs-project-settings-create-project-wbs.png
     
  3. Review the information about WBS, Budget Codes, Budget Code Segments in the dialogue box sequence. Click Next.
  4. In the 'Create Project WBS dialogue box, choose one of these optons:
    • Apply the Company's Default WBS
      Choose this option button if you want the project to use your company's default WBS. Your company's Procore Administrator is responsible for creating this structure. 

      wbs-apply-company-wbs-to-project.png
       
    • Copy the WBS from Another Project
      Choose this option button if you want to use an existing project's WBS. Then, start typing a project name and when the match appears, choose it in Select a Project list. 

      wbs-copy-from-project-select-project.png
  5. Click Create.
 Tip
Did you know you can customise the budget code descriptions for your project? Customization is useful when your team wants to create two or more descriptions for a single budget code. Customization can also improve the readability of your codes on financial line items for your end users. To learn more, see Why and how do I create a custom budget code description for Procore's Project Financials tools?