Edit Segment Items on a Project

Objective

To edit segment items in your Project level Work Breakdown Structure (WBS). 

Background

A segment is a discrete category that an organisation uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. After creating a segment, your company's Procore Administrator can add an unlimited number of segment items to it at the Company level. However, whether or not you are permitted to use the steps below to edit segments at the Project level, depends on the segment's Company level settings. 

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:
  • To edit or delete a company level custom segment item that was copied to your project, the Add/Edit/Delete Project Level Segment Items and Delete Segment Items Inherited from a Company settings must be turned ON by your company's Procore Administrator when adding the segment. To learn more, see Add Custom Segments, the Steps below, and Delete Unused Segment Items from a Project.
  • When editing a company level segment item that was copied to your project, you can only change the 'Description' field of the segment item.
  • When editing a project level segment item that was specifically created on a project, you can change both the 'Code' and 'Description' of the segment item. 
  • Procore's default 'Cost Type' segment can only be managed by a Procore Administrator in the Company level Admin tool. See Add Company Cost Types.  
• Limitations:
  • For customers using Procore's Field Productivity tools
    The default segments in WBS are compatible with  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, 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.
  • In a flat segment, duplicate entries in the 'Code' field are NOT permitted. 
  • In a tiered segment, duplicate entries in the 'Code' field are NOT permitted when the segment items are children of the same parent segment. 
  • There are no character limits or other limitations on entries in the 'Description' field. 
  • There is no limit on the number of segment items you can add. 
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

• Add Custom Segments

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 segment that you want to work with.
   
    
4. In the 'Segment' table, locate the segment to edit. 
5. Click in the Description field and type over the existing value with your new one. 

   Example

   In this example, we changed the 'Description' field from "Phase 1" to "Phase I" on a custom segment named 'Phase'. 

   

Next Steps

• Add Segments to the Project's Budget Code Structure

See Also

• Add Custom Segments