Below are the notable changes to the Project level Admin tool.
Activate and Deactivate budget codes (11/18/2022)
Users with 'Admin' level permissions on the Project Admin tool can now deactivate budget codes on a project. Deactivating budget codes prevents others from assigning an unneeded or unwanted budget code to the financial line items in Procore's Project Financials tools. Users also have the ability to reactivate codes as needed. Also included with this release is the option to update budget code descriptions from the project's Admin and/or Budget tools. See Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes.
Updated 'Manage WBS Codes' Granular Permission for Work Breakdown Structure (08/17/2022)
Updated the 'Manage WBS Codes' granular permission in the permissions template feature (see Manage Permission Templates) for the Project level Admin tool. This granular permission can only be set for users with 'Standard' or 'Read Only' level permission to the project's Admin tool. See Grant Granular Permissions in a Permission Template. This permission continues to provide users with the privilege to Arrange the Project Budget Code Structure. For users participating in the Beta Program for the Work Breakdown Structure: Activate & Deactivate Project Level Budget Codes feature, the 'Manage WBS Codes' granular permission now also grants users the privilege to Activate Budget Codes on a Project and Deactivate Budget Codes on a Project.
Updated Granular Permissions for Work Breakdown Structure (06/03/2022)
Changed the label of the 'Update Cost Codes' granular permission in the Admin section to 'Manage Segment Items'. Also added a 'Manage WBS Codes' granular permission that provides users with 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the privilege to arrange a project's budget code structure. See Grant Granular Permissions in a Project Permissions Template.
Phased Release of Work Breakdown Structure Complete (04/01/2022)
Procore is pleased to announce that the phased rollout of Work Breakdown Structure that started on March 3, 2022 is now complete. Work Breakdown Structure (WBS) is a robust, flexible method for organizing and reporting on financial information. It includes the new WBS user experience for cost codes, cost types, and sub jobs in the Company and Project level Admin tools. You can now import cost codes, cost types, and sub jobs as segment items to the Company or Project level Admin tool using the Procore Imports app. To learn about the release, see Introducing Work Breakdown Structure.
Introducing Work Breakdown Structure (03/03/2022)
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. The 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. Additional documentation is available on the Work Breakdown Structure landing page.