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What custom segments should we create for our company's Work Breakdown Structure?

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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. To learn more about segments and how they work in Procore, see What are segments and segment items?

Answer

At a minimum, your WBS in Procore must contain two (2) segments: Cost Code and Cost Type. Some companies also choose to add the optional Sub Job segment. If you want to be able to record financial line items with more granularity and generate reports for your project financials with more flexible grouping and sorting options, the table provides you with some common examples of how Procore customers can leverage custom segments in Procore's WBS. 

 Note
An effective WBS that meets the needs of your business always requires input from your company's stakeholders. When considering which segments to create, be sure to include your stakeholders in your discovery and planning process. 

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General Contractor

Example Custom Segments

Phase

Task

Building

Area

Pay Item

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Owner

Example Custom Segments

Phase

Year

Building

Location 1

Facility

Contractor

Funding Source

Cost Center

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Specialty Contractor

Example Custom Segments

Location

Phase

General Overhead

Project Overhead

1 If you create a custom segment named 'Location', be sure to inform your users that it is a distinct segment for your company's Work Breakdown Structure. Custom segments are not integrated with the 'Locations' field, which is associated with the multi-tiered locations feature in Procore. See What are multi-tiered locations?