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About Work Breakdown Structure

Welcome to Work Breakdown Structure

Welcome to Work Breakdown Structure (WBS) — a robust, flexible method for organizing and reporting on financial information. With WBS, your company can now create a customized framework of unique segments and rules for tagging, tracking, and reporting using data from Procore's Financial Management tools. 

Before getting started, please review the budget code concept in Procore's Project Financials and review the key features, limitations, and FAQS:

What is a budget code?

In Procore, a budget code in Procore's Project Financials is has three default (3) segments: cost code, cost type, and an optional sub job segment that can only be enabled at the project level. See Enable Sub Jobs on Projects for WBS.

Example

In Procore's production version, a budget code is limited to three (3) segments: cost code, cost type, and sub job (option). In Procore's new WBS, cost code and cost type continue to be required segments and the sub job segment remains an optional default segment. 

 

 

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....
*
*

With WBS, you have greater flexibility and more granularity for budget codes by incorporating custom segments (see What are segments? and What custom segments should we create for our company's Work Breakdown Structure? In addition to the default paradigm of cost code, cost type, and the optional sub job, you can create up to ten (10) custom segments and arrange those segments (in any order that you want) to form your budget code. You can also name your segments anything you like. 

Example

 

 

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...
*
*

Key Features

Procore's WBS includes these key features:

  • Continue using Procore's three (3) default segments and create up to ten (10) custom segments. In the past, Procore company accounts and projects were limited to three (3) 'segments,' or data fields, that could be used on financial line items. These segments were: cost code, cost type, and sub job (optional).  With WBS, you can continue to use those three (3) segments and you can also create up to ten (10) custom segments to add to your budget code structure at the company level. To learn more, see What are segments? and What custom segments should we create for our company's Work Breakdown Structure?
    Example

    With Procore's WBS, you can now continue to use those three (3) default segments and also create up to ten (10) custom segments. 

     

    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
  • Work Breakdown Structure tab in the Company and Project level Admin tools. In past versions of Procore, under 'Company Settings' in the Company level Admin tool, there were separate pages for Cost Codes, Cost Types, and Sub Jobs. With WBS, these items are consolidated on a single 'Work Breakdown Structure' page. Your company's default 'Cost Code,' 'Cost Type,' and 'Sub Job' segments are listed in this table (Note: 'The 'Sub Job' segment only appears if the 'Sub Job' feature is enabled on one (1) or more of your company's Procore projects). Any custom segments that you create, are also listed in this table (such as Revenue Items and Phase Code). There is also an editable 'Budget Code Structure' section where you can change the order of your segments. In the Project level Admin tool, the same Work Breakdown Structure page is listed under 'Project Settings'. 
    wbs-company-settings-sidebar.png
  • Create flat or tiered custom segments. In WBS, a flat segment is a segment that contains a list of segment items with no hierarchy. An example of a flat segment in Procore is the default segment: 'Cost Type.' 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 tiered segment is 'Cost Code.' To learn more see, What is the difference between a flat and tiered segment in Procore's WBS?
    Example

    The diagram below shows you the difference between a flat and tiered segment. 

     

     

    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
    Flat Segment
    Flat Segment
    Flat Segment Items
    Flat Segment Items
    A company can add up to three (3) default segments and up to ten (10) custom segments.
    A company can add up to...
    *
    *
    Add Unlimited Segment Items
    Add Unlimited Segment Ite...
    Add Unlimited Segment Items
    Add Unlimited Segment Ite...
    Add Up to 13 Segments Total *
    Add Up to 13 Segments Tot...
    Parent
    Parent
    01-Division
    01-Division

     

    E
    Equipment
    E...

     

    L
    Labor
    L...
    Cost Type
    Cost Type
  • A Procore Imports app that is compatible with custom segments. For customers who were accustomed to using the Procore Imports app to import their cost codes, WBS includes an update version of the Procore Imports app that has been developed to allow you to import your custom segment data into Procore. To learn more, see Download the WBS Version of the Procore Imports App

Limitations

Procore's WBS has the following limitations:

    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments?
    • For customers using the Company level ERP Integrations tool
      The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronization process does NOT yet support custom segments. To learn more, see Why can't I create WBS custom segments?
    • For customers who have independently developed or purchased a third-party solution to integrate with Procore
      To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API. To learn more, see Do we need to update our API Integrations for WBS?