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Procore (en-GB)

Edit Sub Jobs on a Project

Objective

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

Background

You can edit a sub job on a Procore project only if that sub job is not being used in a budget code on your project. 

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
  • 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. In the 'Sub Jobs' table, highlight the line item to edit. Then click Edit
  5. Edit 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.