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Add a Sub Job to a Procore Project

Objective

To add a sub job to a project using the Admin tool. 

Background

In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might want to create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might want to create a separate sub job for each individual structure.

After a sub job has been created, you can issue specific line items on the Schedule of Values (SOV) for a change order to the sub job.

Things to Consider​

  • Required User Permission:
    • 'Admin' on the project's Admin tool.
  • Prerequisites for non-ERP integrated projects:
    • A user with 'Admin' level permission to the project's Admin tool must submit a request to have your Procore point of contact enable the Sub Jobs option.
  • If your company has enabled the ERP Integrations tool:

Steps

Add a Sub Job to a Project

  1. Navigate to the project's Admin tool.
    This reveals the 'General Project Information' page. 
  2. Click the Sub Jobs links in the right pane.
    This reveals the Sub Jobs page. 
  3. Type the following information:
    • Sub Job. This is the name you want to assign to the sub job.
    • Code. The code is used as an abbreviation for the sub job in the Budget and Schedule of Values (SOV) import templates. You can enter any combination of alphanumeric characters. 
  4. Click the + icon to add the sub job. 



    The sub job is now added to your project. 
  5. Choose from these options:

Add Cost Codes to a Sub Job

  1. In the Sub Jobs page, locate the sub job to which you want to add a cost code.
  2. Click View.
  3. You can then copy codes from the standard cost code list or create an entirely new cost code to associate to the sub job. See Edit and Add Cost Codes and Descriptions.
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Last modified
13:32, 3 Feb 2017

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