Deactivate Segment Items

Objective

To deactivate a segment item from your company's Work Breakdown Structure (WBS)

Background

segment is a discrete category that an organization uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. In Procore's Financial Management tools, segments are the building blocks that define the pattern of your company's budget code structure

When you create a new segment item, it is active in your company account by default. You can use the steps below to deactivate it. When a segment is in a deactivated state, it is grayed out to indicate it is unavailable in the 'Segments' table.

Things to Consider

 Important

Before you deactivate a segment, be aware of the following:

  • If you deactivate a segment item that is used in a budget code on an existing project, it will still appear on projects where it is already in use. However, it will no longer be an available option when creating new budget codes.
  • If you deactivate a segment item that is not used in a budget code on an existing project, it will be deactivated on that project. 
  • If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project. 

Deactivate Flat Segment Items

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, locate the desired segment and then click its link. 
  4. In the 'Segment' table, locate the segment item to deactivate. 
  5. Click the vertical ellipsis and choose Deactivate from the Overflow menu on the line item.
    Example

    In this example, we will deactivate a segment item named 'Phase 1' in a custom segment named 'Phase'.

    wbs-deactivate-flat-segment-item.png

    Procore deactivates the segment item.

Deactivate Tiered Segment Items

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, locate the segment(s) to deactivate.
  4. Choose from these options:

Deactivate a Parent Segment and its Children

To deactivate a parent segment and all of its items, highlight the tiered segment item in the list. Then, click the vertical ellipsis and choose Deactivate from the Overflow menu. 

Example
In this example, we have highlighted the top-level segment named 'Tiered Codes' and want to deactivate the code named 'C1 - Code 1' and all of its children. 
wbs-deactivate-tiered-codes-and-children.png

Deactivate a Single Segment Item

To deactivate a single segment item, click the vertical ellipsis and choose Deactivate from the Overflow menu at the top of the 'Segments' table.

Example

In this example, we have highlighted a Tier 2 segment named 'C1-Code 1' and want to deactivate the code named 'A - Code 1A'. This code has no children. 

wbs-deactivate-tiered-segment-no-children.png

Deactivate Segment Items in Bulk

To deactivate tiered segment items in bulk, place a checkmark next to the boxes that correspond to the segment items to deactivate. Then click the 'Deactivate Selected Items' icon at the top of the 'Segment Items' table.
Note: Flat segment items can NOT be deactivated in bulk    

Example

In this example, we have highlighted a Tier 2 segment named 'C1-Code 1' and want to deactivate two (2) codes named 'B - Code 1B' and 'C - Code 1C'. Neither one of these codes has children. 

wbs-deactivate-multiple-segment-items.png

See Also