Assign Project Cost Codes to Sub Jobs

Objective

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

Background

If your company has option to enable the sub jobs feature, you can add sub jobs to your Procore project. After adding sub jobs, you can then use the steps below to assign cost codes to the sub jobs. This allows you to associate your project's sub jobs (which is a flat segment) with your project's cost codes (which is a tiered segment)—which allows you to better track your project's financial information.  

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.

Prerequisites

• Enable Sub Jobs for WBS
• Add Sub Jobs to a Project

Steps

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 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. 

See Also

• Copy Company Cost Codes to a Project