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Procore

Add Segment Items to a Project

Objective

To add a segment items to a segment in your Project level Work Breakdown Structure (WBS)

Background

segment is a discrete category that an organization uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. After creating a segment, your company's Procore Administrator can add an unlimited number of segment items to it at the Company level. However, whether or not you are permitted to use the steps below to add custom segment items at the Project level, depends on the segment's Company level settings. 

 Note
The steps below are only available when your Procore Administrator places a checkmark in the 'Add/Edit/Delete Project Level Segment Items' box. To learn more, see Add Custom Segments and Edit Custom Segment Settings

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Project level Admin tool. 
      OR
    • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Update Cost Codes' granular permission enabled on your permissions template. 
  • Additional Information:
      • To allow project users to edit or delete a company level custom segment item that is later copied to a project, the Add/Edit/Delete Project Level Segment Items and Delete Segment Items Inherited from a Company settings must be turned ON when completing the steps below. 
      • When editing a company level segment item that was copied to your project, users can will only be able to change the 'Description' field of the segment item. See Edit Segment Items on a Project.
      • When editing a project level segment item that was specifically created on a project, users will be able change both the 'Code' and 'Description' of the segment item. See Edit Segment Items on a Project.
      • Procore's default 'Cost Type' segment can only be managed by a Procore Administrator in the Company level Admin tool. See Add Company Cost Types
  • 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?
    • In a flat segment, duplicate entries in the 'Code' field are NOT permitted. 
    • In a tiered segment, duplicate entries in the 'Code' field are NOT permitted when the segment items are children of the same parent segment. 
    • There are no character limits or other limitations on entries in the 'Description' field. 
    • There is no limit on the number of segment items you can add. 

Prerequisites

Steps

  1. Navigate to the project's Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the segment that you want to work with.

    wbs-segments-add-segment-item.png 
     Note
    For example, you can create a custom segment named 'Phase' and will add segment items named 'Phase I', 'Phase 2', and 'Phase 3.'
  4. In the 'Segment' table, click the Add Items button. Then do the following: 

    wbs-add-segment-line-item.png
    • Code. Enter a unique alphanumeric code for the segment item. For example, enter: P1, P2, or P3
       Note
    • Description. Enter a description of the segment item. For example, enter: Phase I, Phase II, or Phase III
       Important

      To save the new line item, you must enter both a 'Code' and 'Description'. If you do NOT have an entry in both fields and move your cursor's focus, a popup message reminds you that any changes made will NOT be saved.

      • To finish your data entry on the line item, click Cancel
      • To proceed without saving the line item, click Leave
  5. Repeat the steps above for every segment item that you want to add.