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Procore

(Beta) Add Sub Jobs 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 sub job to a Procore project in the Work Breakdown Structure (WBS) page of the project's Admin tool. 

Background

In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might create a separate sub job for each individual structure.

After a sub job has been created, you can issue specific line items on the Schedule of Values (SOV) for a change order to the sub job.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Admin tool.
  • Additional Information: 
    • Adding 'Sub Jobs' to a project also adds it to your Company level 'Segments' list. The 'Sub Jobs' segment is counted as one (1) of the thirteen (13) available segments. 
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Steps

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the Sub Jobs link.
     Notes
    • If the 'Sub Jobs' link is not visible in the 'Segments' table, see Enable Sub Jobs.
    • Before you can add a sub job to a project, your company's Procore Administrator must add your company cost codes. See Add Company Cost Codes.
    • For sub jobs, cost codes are copied over from the company level standard cost code list, and not the project level cost code list.
  4. Choose from these options:
    • If you are creating sub jobs for the first time, click the Add Segment Items button. 
      OR
    • If you are adding sub jobs to an existing list, click the Add Item button. 
  5. Enter the following information:
    • Code. Enter an alphanumeric code for the sub job. 
    • Description. Enter a description for the new sub job. 
  6. Click anywhere outside the line item to save it.
    Procore displays the work 'Saved' in GREEN text.  
     Important

    As shown below, after you add the 'Sub Job' segment to a project, it will automatically be added to the 'Segments' table in the Company level Admin tool with a tooltip beside it. Adding the 'Sub Job' to a project counts as using one (1) of your company's thirteen (13) available segments. 

    wbs-sub-jobs-in-segment-table.png