Skip to main content
Procore

Configure Settings: Company Level Work Breakdown Structure

  1. Last updated
  2. Save as PDF

Objective

To configure settings for your company's Work Breakdown Structure. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the company's Admin tool.

Steps

  1. Navigate to the Company level Admin tool.
  2. Click Work Breakdown Structure.
  3. Click the Configure Settings icons-settings-gear.png icon.
  4. Configure one or more of the following settings:
    • Sub Jobs
      Make sub jobs an option on any projects within your Company. 
       Note
      Once sub jobs are in use on at least one project's budget code structure, this setting cannot be turned off.
    • Budget Code Structure Edits at Project Level
      This setting allows users to change the order of segments in the budget code structure at the Project level.
    • Custom Budget Code Descriptions
      This setting allows users to create custom budget code descriptions for all projects within your company.
       Note
      Once this setting is enabled at the Company level, the budget code descriptions setting must be enabled on an individual project's Work Breakdown Structure configuration settings. 
    • Copy Over WBS Sub Job and Cost Code Details When Project Templates Are Used
      When this setting is ON and you create a new project from a template, it will inherit both the company-level standard cost codes and any custom cost codes added specifically to that project template. It will also inherit sub-jobs (if enabled). To learn more, see How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project?
      Note: Yardi Voyager® and MRI Platform X® users creating a Procore project with this setting enabled must ensure that all cost codes in the project template also exist in the corresponding ERP project (Yardi Voyager® or MRI Platform X®) before applying the template to the Procore project. See Things to Know about the Project Financials + Yardi Voyager® Connector or Things to Know about the Project Financials + MRI Platform X® Connector.
  5. Click Save.