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Procore

(Beta) Create Your Company's Default Work Breakdown Structure

 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 create your company's default Work Breakdown Structure (WBS)

Background

When you are setting up your Work Breakdown Structure for the first time, you have a choice between using the default budget code and structure that comes with Procore or you can customize this structure to create your own company level WBS. This tutorial provides you with an overview of the the steps you take to customize Procore's default WBS for your company's Procore account. If you are customizing your WBS, you'll want to complete this step before customizing your WBS for your individual projects. 

Things to Consider

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

  • Your company must be licensed for Procore's Project Financials tools. 

Workflow


START
START
Do you want to customize Procore's default company level WBS?
Do you want to customize Procore's default com...
Do you want to edit or delete any segment items before proceeding?
Do you want to edit or delete any segm...


IN BETA: 
Add Segments to the Company Budget Code Structure
IN BETA:...


FUTURE:
Import Custom Segments
FUTURE:...


IN BETA:
Add Custom Segments
IN BETA:...


IN BETA:
Add Segment Items
IN BETA:...
Choose from these options
Choose from these options


IN BETA:
Edit Segment Items
IN BETA:...


IN BETA: 
Edit Custom Segment Settings
IN BETA:...


IN BETA:
 Delete Custom Segments
IN BETA:...
Choose from these options
Choose from these options
Do you want to add custom segment items to the default segments?
Do you want to add custom segment items...
Do you want to verify your cost code/cost type settings?
Do you want to verify your cost code/cost...


IN BETA: 
View Company Cost Code Segment Settings
IN BETA:...


IN BETA:
 
View Company Cost Type Segment Settings
IN BETA:...
Choose from these options
Choose from these options


END
END


END
END
Do you want to add custom segments to your company level WBS?
Do you want to add custom segments to your com...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Admin
1
1
You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.
You cannot remove the default segments...
Procore Imports
Procore Imports
Company Admin Tool
Company Admin Tool
Do you want to change the segment order of your company budget code structure?
Do you want to change the segment order of your comp...


IN BETA: 
Arrange the Company Budget Code Structure
IN BETA:...
Cost Codes
Cost Codes
Cost Types
Cost Types
Do you want to customize your cost codes and/or cost types?
Do you want to customize your cost codes a...


IN BETA:
Add Company Cost Codes
IN BETA:Add Company C...


FUTURE:
 Import Company Cost Codes
FUTURE:...
Choose one of these options
Choose one of these options


IN BETA:
Add Company Cost Types
IN BETA:Add Company C...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...

 

Steps

When getting started with WBS, you can use Procore's default WBS or you can add custom segments. The steps below assume you want to add custom segments to your company's budget code structure. 

  1. Create your custom segments and add custom segment items as follows:
  2. If you need to make changes to your segments, it is recommended that you do that now:
  3. If you want to add custom segment items to your default segments, do the following:
  4. Now that your segments are as you want them, you can configure your company's budget code structure as follows: