Skip to main content
Procore

Edit the Name of a Sub Job in a Procore 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. Sub jobs are referred to as 'Extras' in Sage 300 CRE®

Background

After importing a sub job from your ERP Integration into Procore, companies will sometimes need to change the name of that sub job in their ERP system. When this occurs, you can use the steps below to manually edit the name in Procore. 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:
  • Additional Information:
    • Cost codes and categories that are assigned to a sub job must be maintained in your ERP system (not Procore).
    • You cannot delete a sub job if there are cost codes tied to that sub job.

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 name. Then type the new name over the previous one to rename it.
    Important! 

See Also