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Copy Company Cost Codes to a Project

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Objective

To copy company cost codes to a Procore project using the Work Breakdown Structure (WBS) page of the project's Admin tool. 

Background

A Cost Code is a code that defines the specific type of work being completed on a construction project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Admin tool.
  • 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?

Prerequisites

Steps

  1. Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' list, click the Cost Codes link.
  4. Click the Cost Codes from Company button. 
    btn-cost-codes-from-company.png
  5. In the 'Add Cost Codes to this Project' window, choose from these options:
    add-cost-codes-window.png
    • To copy all of your company's cost codes to the project, click the Select All Cost Codes button. 
    • To copy only selected cost codes, expand and collapse the desired segment items and then highlight the segment items to copy. 
  6. Click the Add button.