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Procore

(Beta) Copy Company Segments 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 copy segment items to your project's Work Breakdown Structure (WBS)

Background

When setting up your project, you can choose which segment items to copy from your company's WBS. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level 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 '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 

Copy Flat Segments

  1. Click the Company Segments button. 
  2. Choose from these options:
    • To copy all of a copy segment to the project, click the Select All Segment Items button. 
    • To copy only selected segment items, mark the checkboxes next to the desired segment items. 
  3. Click the Copy button. 

Copy Tiered Segments

  1. Click the Company Segments button. 
  2. Choose from these options:
    • To copy all of a copy segment to the project, click the Select All Segment Items button. 
    • To copy only selected segment items, expand and collapse the desired segment items and then highlight the segment items to copy. 
  3. Click the Copy button.