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Procore (en-GB)

Remove Segments from the Project Budget Code Structure

Objective

To remove a custom segment in your company's Work Breakdown Structure (WBS) from a project's budget code structure

Background

You can remove a custom segment from your project level budget code structure, as long as there are no budget codes using that segment on your project. 

Things to Consider

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

Steps

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, right-click the vertical ellipsis and choose the Remove from Budget Code Structure menu option. 

    wbs-remove-from-budget-code-structure.png

    Procore removes the selected budget code from the project's 'Budget Code Structure' section.