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Procore

Project Administration Guide

Overview

To set up the Work Breakdown Structure (WBS) for a Procore project using the default WBS created in your organisation's company account. 

Background 

This guide shows users with 'Admin' level permissions on the Project level Admin tool how to set up a WBS for a new Procore project by leveraging the available segments defined in your organisation's default WBS.

Things to Consider 

  • Required User Permissions:
    • 'Admin' level permissions on the project's Admin tool. 

Workflow


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


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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...


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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
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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...