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Procore

Project Admin Tool - Workflow Diagrams

Create Your Project's Budget Code Structure

 

Choose any option(s)
Choose any option(s)

 

END
END

 

START
START
Do you want to copy the WBS from another Procore project?
Do you want to copy the WBS from anothe...

 

Copy the project template's WBS
Copy the project template's WBS
Configure a Project Template 1
Configure a Project Templ...
Do you want to customize this WBS for your new project?
Do you want to customize this WBS for y...

 

END
END

 

Apply your company's default WBS
Apply your company's default WBS
Create Your Project's Work Breakdown Structure
Create Your Project's Wor...
What do you want to customize?
What do you want to customize?

 

Sub Jobs
Sub Jobs

 

Edit Sub Jobs on a Project
Edit Sub Jobs on a Pr...

 

Enable Sub Jobs
Enable Sub Jobs

 

Add Sub Jobs to a Project
Add Sub Jobs to a Pro...
Delete Sub Jobs from a Project
Delete Sub Jobs from...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio

 

Budget Code Structure
Budget Code Structure

 

Copy Company Segments to a Project
Copy Company Segments...

 

Remove Segments from a Project's Budget Code Structure
Remove Segments from a P...

 

Add Segments to the Project Budget Code Structure
Add Segments to the P...

 

Segment Items
Segment Items

 

Edit Segment Items on a Project
Edit Segment Items on...

 

Delete Unused Segment Items from a Project
Delete Unused Segment...

 

Copy Company Cost Codes to a Project
Copy Company Cost Cod...

 

Add Segment Items to a Project
Add Segment Items to...
Project Admin
Project Admin
1
1
You can also perform this task with 'Admin' level permissions on the Company level Portfolio tool
You can also perform this task...

 

Create a New Project
Create a New Project
Continued from the 'Create Your Company's Work Breakdown Structure' workflow
Continued from the 'Create Your Co...
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