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Procore

(Beta) Add Company Cost Types

 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. 

Objective

To add a cost type to the 'Cost Type' segment in your Company level Work Breakdown Structure (WBS)

Background

segment is a discrete category that an organization uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. After creating a segment, you can add an unlimited number of segment items to it. In this example, the 'Cost Type' segment lets you add flat segment items (in this case, individual cost types). 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
  • Limitations:
    • 'Code' and 'Description' are required fields and cannot be empty.
    • Duplicate entries in the 'Code' field are NOT permitted. Entries in the 'Code' field for each segment item must be unique. 
    • There are no character limits on entries in the 'Description' field. 
    • There is no limit on the number of segment items you can add. 
    • Your Company level 'Cost Type' segment items cannot be edited or deleted at the project level.
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

  • Your company must be licensed for Procore's Project Financials tools. 
  • You must be a beta program participant for Work Breakdown Structure (WBS).

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the 'Cost Types' segment to open it.
  4. Do the following:

    wbs-add-segment-button.png
    • If you are setting up segment items for the first time or if you want to add more cost types, click the Add Items button. 
    • Code. Enter a unique alphanumeric code for the segment item. This is a required field. Duplicate entries are NOT permitted. In this example, we will enter: L
    • Description. Enter a description of the segment item. This is a required field. In this example, we will enter: Labor
       Note
      The 'Code' and 'Description' fields are required. Duplicate entries are NOT permitted in the 'Code' field. If you attempt to leave a field blank or add a duplicate, Procore displays a RED banner to notify you of the issue. 
      wbs-cost-type-duplicate-empty-notice.png
  5. Repeat the steps above for every cost type that you want to add.