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Procore

Add a Sub Job to a Procore Project

Objective

To add a sub job to a Procore project using the project's Admin tool. 

Background

In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might want to create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might want to create a separate sub job for each individual structure.

After a sub job has been created, you can issue specific line items on the Schedule of Values (SOV) for a change order to the sub job.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
    • The Sub Jobs feature must be enabled.  See Enable Sub Jobs.
      Note: If your company has implemented the Procore +  Sage 300 CRE integration, see below for how to enable sub jobs.
    • Before you can add a sub job to a project, a standard cost code list must be added at the company level (see Add and Edit Company Cost Codes). For sub jobs, cost codes are copied over from the company level standard cost code list, and not the project level cost code list.
  • If your company has enabled the ERP Integrations tool:

Demo

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Steps

Add a Sub Job to a Project

  1. Navigate to the project's Admin tool.
    This reveals the Admin page. 
  2. Click the Sub Jobs links in the right pane.
    This reveals the Sub Jobs page.
    Notes:
    • If the Sub Jobs link is not visible or available, it must be enabled.  See Enable Sub Jobs.  (Note: If your company has implemented the Procore +  Sage 300 CRE integration , see Enable Sub Jobs for Sage 300 CRE). 
    • Before you can add a sub job to a project, a standard cost code list must be added at the company level (see Add and Edit Company Cost Codes). For sub jobs, cost codes are copied over from the company level standard cost code list, and not the project level cost code list.
    • If your company has enabled the ERP Integrations tool, you cannot create a sub job in Procore. You must create the sub job in your integrated ERP system and then import them. For more information, see Which integrated ERP systems support the 'Sub Job' concept? 
  3. Type the following information:
    • Sub Job. Enter the name that you want to assign to the sub job. 
      Note: If your company has implemented the Procore + Sage 300 CRE integration, see What is the maximum character length for a Sub Job?

    • Code. The code is used as an abbreviation for the sub job in the Budget and Schedule of Values (SOV) import templates. You can enter any combination of alphanumeric characters.

  4. Click the + icon to add the sub job. 
    This adds the sub job to your project.
  5. Choose from these options:

Add Cost Codes to a Sub Job

  1. Navigate to the project's Admin tool.
    This reveals the Admin page. 
  2. Click the Sub Jobs links in the right pane.
    This reveals the Sub Jobs page.
  3. Locate the sub job. Then click View.
    This opens the Sub Jobs's Cost Codes page.
  4. Add the codes from the Standard Cost Codes List to the Sub Job Cost Codes list. 
    This list shows all the Standard Cost Codes from the Company level Admin tool, and not the project. The steps for adding cost codes to a sub job are the same as what is described in Add and Edit Project Cost Codes.

See Also

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