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What are segments and segment items?

Background

In Procore's Work Breakdown Structure (WBS), segments are the building blocks of WBS. 

Answer

Segments are flexible and granular building blocks for Procore's WBS. The segment items are the items contained within a given segment. 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. By default, 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 Admin - Default Budget Code Structure
Company Admin - Default Budget Code Structure
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Structure
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 on Projects for WBS

 

 

Sub Job *
Sub Job *

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XX]
[XX]
[XXX]
[XXX]
[X]
[X]
Project Admin - Default Budget Code Structure with Optional Sub Job Segment
Project Admin - Default Budget Code Structure with Optional Sub Job Segment
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Structure
Default Segments
Default Segments
This segment is optional. It can only be enabled on Procore projects.
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 structure.



Phase*
Phase*


Cost Code
Cost Code


Cost Type
Cost Type
[XX]
[XX]
[XXX]
[XXX]
[X]
[X]
Custom Budget Code Structure
Custom Budget Code Structure
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Structure
Default Segments
Default Segments


Area*
Area*
[XX]
[XX]
Custom Segments
Custom Segments
A company can choose their own names for custom segments. 
A company can choose their...
*
*
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Segment Structure & Segment Items

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 & Segment Items

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 (.) In this example, 'Cost Type' is the segment and the segment items are Labor, Equipment, Materials, and so on.

 

 

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 & Segment Items

A tiered segment is a segment built into a tiered (hierarchical) tree structure. It is most easily understood as having a parent/child relationship. 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 (.) In this example, 'Cost Code' is the segment, and the segment items are 100, 200, 300, and so on.


02
Site Construction

02...


000
General

000...


200
Site Preparation

200...


220
Site Demolition

220...
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
Cost Code-Tier 1
Cost Code-Tier 1
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
Cost Code-Tier 2
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