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Procore

What are segments?

 In Beta
This 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. 

Background

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. 

Answer

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: 

Segments

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.  

Default Segments

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.  

Required Segments

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. 

 

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XXX]
[XXX]
[X]
[X]
Company Budget Code Structure
Company Admin - Budget Code Pattern
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Pattern
Default Segments
Default Segments
Optional Segment

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

 

 

Sub Job *
Sub Job *

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XX]
[XX]
[XXX]
[XXX]
[X]
[X]
Project Budget Code Structure
Project Admin - Budget Code Pattern
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Pattern
Default Segments
Default Segments
This segment is an optional project-level feature.
This segment is optional....
*
*

Custom Segments

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.

 

 

Area*
Area*

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XX]
[XX]
[XXX]
[XXX]
[X]
[X]

 

Phase*
Phase*
[XXX]
[XXX]
Architect
Architect
LEGEND
LEGEND

 

Budget Code Structure
Budget Code
Default Segments
Default Segments
Custom Segments
Custom Segments
A company can choose their own names for custom segments
A company can choose the...
*
*
Budget Code Structure
Budget Code

Segment Structure

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. 

Flat Segments

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 (.)

 

L
Labor
L...

 

E
Equipment
E...

 

M
Materials
M...

 

S
Commitment
S...

 

OC
Owner Cost
OC...

 

SVC
Professional Services
SVC...

 

O
Others
O...
LEGEND
LEGEND
Flat Segment
Flat Segment
Flat Segment Items
Flat Segment Items
Cost Type
Cost Type
Add Unlimited Segment Items
Add Unlimited Segmen...

Tiered Segments

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 (.)

 

 

Cost Code
Cost Code

 

100
Cost Code
100...

 

200
Cost Code
200...

 

300 
Cost Code
300...
Child
Child
Child
Child
Child
Child
LEGEND
LEGEND
Tiered Segment
Tiered Segment
Tiered Segment Items
Tiered Segment Items
Add Unlimited Segment Items
Add Unlimited Segment Ite...
Parent
Parent