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Procore

What is the difference between a default and custom segment in Procore's WBS?

Background

budget code consists of multiple segments. The Work Breakdown Structure page in Procore's Company Admin tool provides you with two (2) default segments: cost code and cost type. There is also an optional Sub Job segment, which can be enabled for use with Procore's WBS on the project level. See Enable Sub Jobs on Projects for WBS. At a minimum, all Procore budget codes must be comprised of a cost code and cost type. See What is a budget code in Procore's WBS? 

 

Sub Job
(Optional)
Sub Job...

 

Cost Code
Cost Code

 

Cost Type
Cost Type

 

Budget Code
Budget Code
Architect
Architect
LEGEND
LEGEND
Budget Code
Budget Code
Default Segments
Default Segments
Optional Default Segment
Optional Default Segment
Optional
Optional

Answer

A custom segment is an extension of Procore's three (3) default segments, which comprise a budget code. Custom segments are created in the Company level Admin tool by your company's Procore Administrator. They can be created alongside Procore's default segments and organized into a budget code pattern that is unique to your organization and its project(s). Your company can create up to ten (10) custom segments to represent anything your team wants to track in Project Financials.

 

Sub Job
Optional
Sub Job...

 

Cost Code
Required
Cost Code...

 

Cost Type
Required
Cost Type...

 

Budget Code
Budget Code
Architect
Architect
LEGEND
LEGEND
Budget Code
Budget Code
Default Segments
Default Segments
Optional
Optional
Optional Custom Segments
Optional Custom Segments

 

Custom Segment 1
Custom Segment 1

 

Custom Segment 2
Custom Segment 2

 

Custom Segment 3
Custom Segment 3

 

Custom Segment 5
Custom Segment 5

 

Custom Segment 6
Custom Segment 6

 

Custom Segment 7
Custom Segment 7

 

Custom Segment 8
Custom Segment 8

 

Custom Segment 9
Custom Segment 9

 

Custom Segment 10
Custom Segment 10