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Work Breakdown Structure

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Company Administration
Project Administration
Project Tools
Procore Imports
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Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Import Segment Items into the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Import Segment Items into the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Create Your Company's Budget Code Structure


START
START
Do you want to customize Procore's default company level WBS?
Do you want to customize Procore's default com...
Do you want to edit or delete any segment items before proceeding?
Do you want to edit or delete any segm...


Add Segments to the Company Budget Code Structure
Add Segments to the Company...


Import Segment Items with Procore Imports 2
Import Segment Items...


Add Custom Segments
Add Custom Segments


Add Segment Items
Add Segment Items
Choose from these options
Choose from these options


Edit Segment Items
Edit Segment Items


Edit Custom Segment Settings
Edit Custom Segment S...


Delete Custom Segments
Delete Custom Segments
Choose from these options
Choose from these options
Do you want to add custom segment items to the default segments?
Do you want to add custom segment items...
Do you want to verify your cost code/cost type settings?
Do you want to verify your cost code/cost...


View Company Cost Code Segment Settings
View Company Cost Cod...


View Company Cost Type Segment Settings
View Company Cost Typ...
Choose from these options
Choose from these options


END
END


END
END
Do you want to add custom segments to your company level WBS?
Do you want to add custom segments to your com...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Admin
1
1
You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.
You cannot remove the default segments...
Procore Imports
Procore Imports
Company Admin Tool
Company Admin Tool
Do you want to change the segment order of your company budget code structure?
Do you want to change the segment order of your comp...


Arrange the Company Budget Code Structure
Arrange the Company B...
Cost Codes
Cost Codes
Cost Types
Cost Types
Do you want to customize your cost codes and/or cost types?
Do you want to customize your cost codes a...


Add Company Cost Codes
Add Company Cost Code...


Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
2
2
In WBS, cost codes and cost types are imported as segment items in Procore's default 'Cost Code' and 'Cost Type' segment.
In WBS, cost codes and cost types are impor...


Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options


Add Company Cost Types
Add Company Cost Type...

Create Your Project's Budget Code Structure


Choose any option(s)
Choose any option(s)


END
END


START
START
Do you want to copy the WBS from another Procore project?
Do you want to copy the WBS from anothe...


Copy the project template's WBS
Copy the project template's WBS
Configure a Project Template 1
Configure a Project Templ...
Do you want to customize this WBS for your new project?
Do you want to customize this WBS for y...


END
END


Apply your company's default WBS
Apply your company's default WBS
Create Your Project's Work Breakdown Structure
Create Your Project's Wor...
What do you want to customize?
What do you want to customize?


Sub Jobs
Sub Jobs


Edit Sub Jobs on a Project
Edit Sub Jobs on a Pr...


Enable Sub Jobs
Enable Sub Jobs


Add Sub Jobs to a Project
Add Sub Jobs to a Pro...
Delete Sub Jobs from a Project
Delete Sub Jobs from...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio


Budget Code Structure
Budget Code Structure


Copy Company Segments to a Project
Copy Company Segments...


Remove Segments from a Project's Budget Code Structure
Remove Segments from a P...


Add Segments to the Project Budget Code Structure
Add Segments to the P...


Segment Items
Segment Items


Edit Segment Items on a Project
Edit Segment Items on...


Delete Unused Segment Items from a Project
Delete Unused Segment...


Copy Company Cost Codes to a Project
Copy Company Cost Cod...


Add Segment Items to a Project
Add Segment Items to...
Project Admin
Project Admin
1
1
You can also perform this task with 'Admin' level permissions on the Company level Portfolio tool
You can also perform this task...


Create a New Project
Create a New Project
Continued from the 'Create Your Company's Work Breakdown Structure' workflow
Continued from the 'Create Your Co...

Work Breakdown Structure

Access to the Work Breakdown Structure (WBS) configuration settings depend on on the user's access permissions to the Company level Admin and/or Project level Admin tool. The tables below highlight which permissions are required for each tool to in order to create and maintain Procore's WBS. 

Company Admin

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add Company Cost Codes       icon-mindtouch-table-check.png
Add Company Cost Types       icon-mindtouch-table-check.png
Add Segment Items       icon-mindtouch-table-check.png
Add Custom Segments       icon-mindtouch-table-check.png
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
Deactivate Segment Items       icon-mindtouch-table-check.png
Delete Custom Segments       icon-mindtouch-table-check.png
Edit Custom Segment Settings       icon-mindtouch-table-check.png
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png
Export Segments to CSV       icon-mindtouch-table-check.png
Import Segment Items into Your Company Level Admin Tool (Procore Imports) 1       icon-mindtouch-table-check.png
Prepare Segment Items for Import to the Procore Imports App 1       icon-mindtouch-table-check.png
Reactivate Segment Items       icon-mindtouch-table-check.png
View the Company Cost Code Segment Settings       icon-mindtouch-table-check.png
View the Company Cost Types Segment Settings       icon-mindtouch-table-check.png

1 This task requires you to import segment items with the Procore Imports app.