Work Breakdown Structure - Workflow Diagrams Last updated Save as PDF Create Your Company's Budget Code Structure STARTSTARTDo 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 StructureAdd Segments to the Company...Import Segment Items with Procore Imports 2Import Segment Items...Add Custom SegmentsAdd Custom SegmentsAdd Segment ItemsAdd Segment Items Choose from these optionsChoose from these optionsEdit Segment ItemsEdit Segment Items Edit Custom Segment SettingsEdit Custom Segment S...Delete Custom SegmentsDelete Custom SegmentsChoose from these optionsChoose from these optionsDo 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 SettingsView Company Cost Cod...View Company Cost Type Segment SettingsView Company Cost Typ...Choose from these optionsChoose from these optionsENDENDENDENDDo you want to add custom segments to your company level WBS?Do you want to add custom segments to your com...LEGENDLEGENDProcore AdministratorProcore Administrator'Admin' on Project Admin'Admin' on Project Admin11You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.You cannot remove the default segments...Procore ImportsProcore ImportsCompany Admin ToolCompany Admin ToolDo 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 StructureArrange the Company B...Cost CodesCost CodesCost TypesCost TypesDo you want to customize your cost codes and/or cost types?Do you want to customize your cost codes a...Add Company Cost CodesAdd Company Cost Code...Import Segment Items with Procore Imports 2Import Segment Items...Choose one of these optionsChoose one of these optionsContinue to the 'Create Your Project's Work Breakdown Structure' workflowContinue to the 'Create Your P...Continue to the 'Create Your Project's Work Breakdown Structure' workflowContinue to the 'Create Your P...22In 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 2Import Segment Items...Choose one of these optionsChoose one of these optionsAdd Company Cost TypesAdd Company Cost Type... Create Your Project's Budget Code Structure Choose any option(s)Choose any option(s)ENDENDSTARTSTARTDo you want to copy the WBS from another Procore project?Do you want to copy the WBS from anothe...Copy the project template's WBSCopy the project template's WBSConfigure a Project Template 1Configure a Project Templ...Do you want to customize this WBS for your new project?Do you want to customize this WBS for y...ENDENDApply your company's default WBSApply your company's default WBSCreate Your Project's Work Breakdown StructureCreate Your Project's Wor...What do you want to customize?What do you want to customize?Sub JobsSub JobsEdit Sub Jobs on a ProjectEdit Sub Jobs on a Pr...Enable Sub JobsEnable Sub Jobs Add Sub Jobs to a ProjectAdd Sub Jobs to a Pro...Delete Sub Jobs from a ProjectDelete Sub Jobs from...LEGENDLEGENDProcore AdministratorProcore Administrator'Admin' on Project Admin'Admin' on Project Adm...Company PortfolioCompany PortfolioBudget Code StructureBudget Code StructureCopy Company Segments to a ProjectCopy Company Segments...Remove Segments from a Project's Budget Code StructureRemove Segments from a P...Add Segments to the Project Budget Code StructureAdd Segments to the P...Segment ItemsSegment ItemsEdit Segment Items on a ProjectEdit Segment Items on...Delete Unused Segment Items from a ProjectDelete Unused Segment...Copy Company Cost Codes to a ProjectCopy Company Cost Cod...Add Segment Items to a ProjectAdd Segment Items to...Project AdminProject Admin11You can also perform this task with 'Admin' level permissions on the Company level Portfolio toolYou can also perform this task...Create a New ProjectCreate a New Project Continued from the 'Create Your Company's Work Breakdown Structure' workflowContinued from the 'Create Your Co...
