In BetaThis page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Work Breakdown Structure (WBS) Beta Program. The content on this page is for informational purposes only. All information and content on this page is subject to change without any prior notice.
In Procore's Work Breakdown Structure (WBS), a segment is a concept used to describe the components of a WBS and their relationships with one another.
Segments are flexible and granular building blocks for Procore's WBS. To help you get better acquainted with this concept, please review these key terms:
- Segment Structure
A segment is a discrete category that an organization uses to break down its work into manageable components. In Procore's WBS, segments are the building blocks for creating your company's budget code structure in the Company Admin tool. A budget code structure ensures that the coding system your company uses to build its project's budgets follow an established, predictable pattern.
A default segment is a segment that is provided by Procore for use with your company's WBS. The first point to note about segments in Procore's WBS is to aware that there are two (2) required segments and one (1) optional segment.
When building your company's WBS, there are two (2) required default segments: cost code and cost type. At a minimum, your company's budget code structure in the Work Breakdown Structure section of the Company Admin tool must be comprised of a cost code and cost type as shown below.
There is one (1) optional default segment: sub job. This segment is provided as an optional project-level feature because not all construction projects require sub jobs. In addition, every project is different, which means each project will require its own unique sub jobs. To learn how to enable this optional segment on a project, see Enable Sub Jobs.
Your company's Procore Administrator has the ability to create up to ten (10) custom segments. Your company can name custom segments anything you want. You can also define the number of alphanumeric characters you want to represent each segment's coding scheme. Custom segments can also be combined with Procore's default segments when configuring your company's budget code pattern.
When adding the segments that make up your company's budget code pattern to Procore, your company's Procore Administrator can configure each segment as flat or tiered. The segment structure determines the structure of the segment items. A segment item is always created within a segment. While you are limited to creating ten (10) custom segments, you can create an unlimited number of segment items in every segment.
A flat segment is a segment with no structure. It is essentially a flat list with no hierarchy. An example of a flat segment in Procore is the default segment: cost type. When creating segments, it is also important to note that segments are delimited by a period (.) and tiered segments are delimited by a period (.)
A tiered segment is a segment built into a tiered (hierarchical) tree structure. It is most easily understood as having a parent/child relationship. An example of a tiered segment in Procore is the default segment: cost code. Your company's Procore Administrator can arrange each type of segment into your company's default budget code structure and you can create an unlimited number of tiers in a segment. To learn more, see What is a budget code structure? When creating segments, it is also important to note that segments are delimited by a period (.) and tiered segments are delimited by a period (.)