Arrange the Project Budget Code Structure

Objective

To arrange the default and custom segments order to customize a project's Work Breakdown Structure (WBS). 

Background

Your company's Procore Administrator can enable a setting that allows users with the required user permissions to arrange the segments in a project's budget code structure in any order you want. Because editing a project's budget code structure permanently disconnects it from the company's budget code structure, you should only use this setting when a project requires a unique budget code structure. 

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 'Manage WBS Codes' granular permission enabled on your permissions template.
• Limitations:
  • For customers using the Company level ERP Integrations tool
    The default segments in WBS are compatible with Procore's ERP Integrations tool. However, some integrations do NOT yet support custom segments. To learn more, see Things to Know about your ERP Integration.
  • 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.

Prerequisites

• Enable Project Level Budget Code Structure Edits

Steps

1. Navigate to the Project level Admin tool. 
2. In the right pane, click the Work Breakdown Structure link. 
3. In the 'Budget Code Structure' section, click the Edit button.
4. At the 'Edit Budget Code Structure' window, read the message.

    Important

   If you choose to edit a project's budget code structure, be aware that the edit action permanently disconnects the project from the company's budget code structure. Any changes that you make to the project will only apply to that project. In addition, all changes made to the company's budget code structure will have NO effect on the project's budget code structure in the future. 
5. If you want to proceed, click Edit.
6. In the 'Segment Order' table, click and hold the double grip and then use a drag-and-drop operation to place each segment in the desired position.  The 'Order' area reflects the segment order you define for your project's budget code structure.  
   
7. Click Save.

Next Steps

• Create Your Project's Work Breakdown Structure

See Also

• What happens to projects when I change the segment order of my company's budget code structure in WBS?