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View the Company Cost Type Segment Settings

Objective

To view 'Cost Type' segment settings for your Company level Work Breakdown Structure (WBS)

Background

Use the steps below whenever you want to view the settings on the 'Cost Type' segment in your company's WBS. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • 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?

Prerequisites

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the 'Cost Types' segment.
  4. Above the 'Cost Types' table, click Configure Settings icons-settings-gear.png icon.
  5. In the 'Segment Settings' dialog box under 'Project Level Actions,' you have these options:
     Note
    The 'Cost Type' segment is a default segment. You cannot edit the 'Segment Name' or the 'Segment Structure' settings. 
    • Add/Edit/Delete Project Level Segment Items. This checkbox is grayed out and unavailable by default. 
    • Delete Segment Items Inherited by Default. This checkbox is grayed out and unavailable by default. 
    • Available for Use on New Projects. Place a checkmark in this box to make the segment and its items available for use on new Procore projects. This is Procore's default setting. Remove the checkmark if you do NOT want the segment or its items to be available on projects. 
  6. Click Close.