Project Admin Tool - Reuse
Reuse
Callouts
Tip: Custom Budget Code Descriptions
Tip
Did you know you can customize the budget code descriptions for your project? Customization is useful when your team wants to create two or more descriptions for a single budget code. Customization can also improve the readability of your codes on financial line items for your end users. To learn more, see Why and how do I create a custom budget code description for Procore's Project Financials tools?Internal Note: Deactivate Budget Code Feature
INTERNAL NOTE: Field Productivity Support for WBS
Important
If Procore's
Field Productivity tools under 'Workforce Management' are enabled on your company's Procore account, the Work Breakdown Structure's custom segment objects and features are not yet supported. To learn more, see Are custom segments compatible with Procore's Field Productivity tools?Granular Permissions
Admin
Update Cost Codes
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.