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Assign Project Cost Codes to Sub Jobs

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Objective

To assign cost codes to sub jobs for your project's Work Breakdown Structure (WBS).

Background

Assigning cost codes to sub-jobs is a key practice for achieving financial control, project efficiency, informed decisions, and greater profitability, delivering crucial granular financial visibility organization-wide. Once company cost codes have been added to a Procore project, users can add those codes to your project's sub jobs to provide the team with better tracking of  financial information. In the Project level Admin too, users can quickly locate cost codes using a search feature and assign them to sub jobs in bulk or manually add codes to each sub job. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Admin tool.
  • 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.
    • Custom Segments are NOT supported with the ERP Integrations tool.

Steps

Add Cost Codes to Sub Jobs in Bulk

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click Work Breakdown Structure. 
  3. In the 'Segments' table, click Sub Jobs.
     Notes
  4. Click Bulk Add Company Cost Codes. 

    bulk-add-company-cost-codes.png
     
  5. In the Search box, type to search for the code(s). 
    The system lists any codes matching your entry. 
  6. Choose from these options:
    • To select all matching codes, click Select All.
    • To choose specific codes, highlight them in the list. 
  7. Click Next. 
  8. In the 'Select Sub Jobs' window, mark the desired Sub Job checkboxes to add the selected codes. 
  9. Click Add.

Add Individual Cost Codes to Sub Jobs

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the Sub Jobs link.
     Notes
    • If the 'Sub Jobs' link is not visible in the 'Segments' table, see Enable Sub Jobs for WBS.
    • Before you can add a sub job to a project, your company's Procore Administrator must add your company cost codes. See Add 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.
  4. In the 'Sub Jobs' list, locate the sub job to assign cost codes to. 
  5. Click the icon-edit-android.svg icon on the sub job.
  6. Choose from these options:
    • To assign all of your company's cost codes to the selected sub job, click the Cost Codes from Company button. 
    • To create cost codes for the selected sub job, click Add Cost Code at the bottom of the list.
  7. Enter a Code and Description
  8. Set the Status of the cost code. 
     
     Notes
    • If any selected cost code(s) are already being used by an existing project cost code, Procore will NOT assign those cost codes to the sub job. Instead, a YELLOW banner appears to notify you that the affected cost code(s) are already in use. To see the list of the affected cost codes, click the Show Details button.