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Procore

(Beta) Copy Company Cost Codes 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.
  • 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 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' list, click the Cost Codes link.
  4. Click the Company Cost Codes button. 
  5. Choose from these options:
    • To copy all of your company's cost codes to the project, click the Select All Cost Codes button. 
    • To copy only selected cost codes, expand and collapse the desired segment items and then highlight the segment items to copy. 
  6. Click the Assign button.