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Procore

(Beta) Add Segment Items to a Project

 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 Project 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, your company's Procore Administrator can add an unlimited number of segment items to it at the Company level. However, whether or not you are permitted to use the steps below to add custom segment items at the Project level, depends on the segment's Company level settings. 

 Note
The steps below are only available when your Procore Administrator places a checkmark in the 'Add/Edit/Delete Project Level Segment Items' box. To learn more, see Add Custom Segments and Edit Custom Segment Settings

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
  • Additional Information:
    • Segment items are placed into the active state upon creation.
    • You can only perform the steps below if your company's Procore Administrator placed a checkmark in the 'Add/Edit/Delete Project Level Segement Items' box. See Add Custom Segments and Edit Custom Segment Settings
  • 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. 
  • Limitations:
    • 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 project's 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' and will add segment items named 'Phase I', 'Phase 2', and 'Phase 3.'
  4. In the 'Segment' table, click the Add Items button. Then do the following: 

    wbs-add-segment-line-item.png
    • Code. Enter a unique alphanumeric code for the segment item. For example, enter: P1, P2, or P3
       Note
    • Description. Enter a description of the segment item. For example, enter: Phase I, Phase II, or Phase III
       Important

      To save the new line item, you must enter both a 'Code' and 'Description'. If you do NOT have an entry in both fields and move your cursor's focus, a popup message reminds you that any changes 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.