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What is a budget code structure in Procore's WBS?

 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

A budget code structure is a sequence of segments used to build meaningful budget codes in accordance with the pattern established by your organization.

Answer

In Procore's WBS, the budget code structure is comprised of multiple segments. Each segment has a sequence of alphabetic and/or numeric characters and its own unique coding system. This coding system can be customized to suit the needs of your company and/or projects. When creating segments, it is also important to note that segments are delimited by a period (.) and tiered segments are delimited by a period (.)

Default Budget Code Structure

In Procore, there are two (2) default segments in Procore's default budget code structure: cost code and cost type. 

 

 

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

Default Budget Code structure with Optional Sub Job Section

On Procore projects, you also have the option of enabling the sub jobs feature. See Enable Sub Jobs. If you choose to use this option, then there are three (3) default segments available in Procore's default budget code structure: sub job, cost code, and cost type. 

 

 

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 Budget Code Structure

You can also create a custom budget code structure. A custom structure must use Procore's two (2) default segments. Your Procore Administrator can also create a Company level budget code structure that includes up to ten (10) additional custom segments -- for a maximum of twelve (12) segments at the Company level. The example below shows you a four (4) segment 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...
*
*

Arrange Your Budget Code Structure

No matter how many levels you choose for your company and projects, you can also arrange your segments to appears in any order that you want.

 

 

Cost Code
Cost Code

 

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

 

Phase*
Phase*
[XXX]
[XXX]
Architect
Architect
LEGEND
LEGEND
Budget Code
Budget Code
Default Segments
Default Segments
Custom Segments
Custom Segments
A company can choose their own names for custom segments and arrange then in any order.
A company can choose the...
*
*
Arrange Budget Code Structure
Arrange Budget Code Structure