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Procore

Edit the Name of an ERP Integrated Sub Job in Procore

NEW ERP DOCUMENTATION EXPERIENCE!

We've been busy building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for all Procore-built ERP integrations. 

 Legacy Tutorial

Starting March 3, 2022 through approximately the end of the month, Procore is deploying a gradual, phased release of Work Breakdown Structure (WBS). WBS is a robust, flexible method for organizing and reporting on financial information. This update includes the new WBS user experience in the Company and Project level Admin tools and it will be deployed to all Procore customers. To learn more, see Introducing Work Breakdown Structure.

Important! Once your company receives the Work Breakdown structure update, you will no longer use the steps below. Instead, edit the segment items on the 'Sub Job' segment as described in Edit Segment Items on a Project.

Objective

To edit the name of a sub job in a Procore project to match the name of a sub job in your ERP Integration. 

Background

After syncing a sub job between your ERP Integration and Procore, the name of that sub job might change in your ERP system. If this occurs, you can use the steps below to manually edit the name in Procore to match the updated name in your ERP system.

 Important
Do not change the name of a sub job in Procore unless the value you are changing it to exactly matches the sub job in your ERP System.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
    • The sub job in your ERP system must already be synced with Procore. 

Steps

  1. Navigate to the project's Admin tool.
  2. Under Project Settings, click Sub Jobs.
  3. In the Sub Job column, double-click the sub job description. Then type the new description over the previous one to update it.