In BetaThis page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Work Breakdown Structure (WBS) Beta Program. The content on this page is for informational purposes only. All information and content on this page is subject to change without any prior notice.
To define your organization's Work Breakdown Structure (WBS) for your company's Procore account.
This guide shows your company's Procore Administrator how to set up and define a WBS for use with the projects in your company's Procore account.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Admin tool.
If you are your company's Procore Administrator, click the steps in the workflow diagram to jump to the tutorials about creating your company's WBS.
Manage Custom Segments
Manage Segment Items
Manage Default Segments*
- Cost Codes
- Cost Types
*Sub Jobs are always managed at the Project Level
Set the Company Budget Code Structure