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Procore

Project Administration Guide

 In Beta
This 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. 

Overview

To set up the Work Breakdown Structure (WBS) for a Procore project using the default WBS created in your organization's company account. 

Background 

This guide shows users with 'Admin' level permissions on the Project level Admin tool how to set up a WBS for a new Procore project by leveraging the available segments defined in your organization's default WBS.

Things to Consider 

  • Required User Permissions:
    • 'Admin' level permissions on the project's Admin tool. 

Workflow


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
IN BETA: 
Create Your Project's Work Breakdown Structure
IN BETA:...
What do you want to customize?
What do you want to customize?


Sub Jobs
Sub Jobs


IN BETA:
Edit Sub Jobs on a Project
IN BETA:Edit Sub Jobs...


Enable Sub Jobs
Enable Sub Jobs


IN BETA:
Add Sub Jobs to a Project
IN BETA:Add Sub Jobs...
IN BETA:
Delete Sub Jobs from a Project
IN BETA:Delete Sub Jo...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio


Budget Code Structure
Budget Code Structure


IN BETA: 
Copy Company Segments to a Project
IN BETA:...


IN BETA:
Remove Segments from a Project's Budget Code Structure
IN BETA:...


IN BETA: 
Add Segments to the Project Budget Code Structure
IN BETA:...


Segment Items
Segment Items


IN BETA:
Edit Segment Items on a Project
IN BETA:Edit Segment...


IN BETA:
Delete Unused Segment Items from a Project
IN BETA:Delete Unused...


IN BETA: 
Copy Company Cost Codes to a Project
IN BETA:...


IN BETA:
Add Segment Items to a Project
IN BETA:...
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...