How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project?

Background

By default, custom cost codes added specifically to a project template do not carry over to new projects. To change this behavior, your Procore Administrator must enable an optional setting in the company-level Work Breakdown Structure (WBS) settings.

Answer

A single setting in Company Admin > Work Breakdown Structure > Configure Settings controls the ability to carry over template-specific cost codes and sub jobs (if enabled) in a project template. This setting is named Copy Over WBS Sub Job and Cost Code Details When Project Templates are Used. When this setting is enabled, all WBS details from the project template, including custom sub-jobs and cost codes, are automatically copied to any new project created from that template.

 Important
If your company uses a custom integration with an ERP system, enabling this setting could have unintended consequences. Before enabling it, please confirm that your integrated ERP system supports this workflow. If you are unsure, contact Procore Support or your integration provider.


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Comparison of Settings

Here is a comparison of how your project's cost codes and sub jobs (if enabled) are affected, based on this setting being ON or OFF. 

When the Setting is OFF (Default Behavior) When the Setting is ON
When you create a new project from a template, it will only include the company-level list of standard cost codes. Any cost codes or sub-jobs (if enabled) added solely to the project template will be ignored. When you create a new project from a template, it will inherit both the company-level standard cost codes and any custom cost codes that were added specifically to that project template. It will also inherit sub-jobs (if enabled).

What WBS Information Always Carries Over from a Template?

Regardless of the setting described above, the following WBS information is always carried over from a project template to a new project:

  • Cost Types: Procore's default 'Cost Type' segment items and all custom cost type segment items.
  • Custom Segments: Any other custom segments you have added to the template (e.g., Location, Phase).
  • Budget Code Structure: The arrangement of segments in the budget code.
  • Segment Settings: The ON/OFF setting that includes or excludes segments from the budget code structure.

See Also