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Procore

(Beta) Add Segment Items

 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 segment items to a 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. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • If you would prefer to Segment items are placed into the active state upon creation. If you don't want your company's project users to have access to a specific segment item, you can Deactivate Segment Items.
    • 'Code' and 'Description' are required fields. 
  • Limitations:
    • In a flat segment, duplicate entries in the 'Code' field are NOT permitted. 
    • In a tiered segment, duplicate entries in the 'Code' field are NOT permitted when the segment items are children of the same parent segment. 
    • There are no character limits or other limitations on entries in the 'Description' field. 
    • There is no limit on the number of segment items you can add. 
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

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 segment that you want to work with.

    wbs-segments-add-segment-item.png 
     Note
    For example, you can create a custom segment named 'Phase' to add segment items named 'Phase I', 'Phase 2', and 'Phase 3.'
  4. In the 'Segment' table, do the following:
    • Click the Add Items button. 
      wbs-add-segment-line-item.png 
      • Code. Enter a unique alphanumeric code for the segment item. Then press the TAB key to move system focus to the 'Description' field. For example, enter: P1, P2, or P3
         Notes
        • You can set character limits on the 'Code' field when adding or editing a segment. See Add a Company Level Custom Segment or Edit a Company Level Custom Segment.
        • To save a new segment item, you must enter both a 'Code' and 'Description'. if you do not enter data in these fields, a RED banner appears to alert you that the fields cannot be empty.

          wbs-cannot-be-empty.png
      • Description. Enter a description of the segment item. Then press the TAB key to save the new segment item to the list. A GREEN 'Success' banner appears to confirm that the new segment item was saved. For example, enter: Phase I, Phase II, or Phase III
         Important

        In order to navigate off the page, you must enter both a 'Code' and 'Description'. If you do NOT have an entry in both fields and try to move your cursor's focus to a new page, a popup message reminds you that any changes you've made will NOT be saved.

        • To finish your data entry on the line item, click Cancel
        • To proceed without saving the line item, click Leave
  5. Repeat the steps above for every segment item that you want to add.