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Procore

(Beta) Deactivate Segment Items

 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 deactivate a segment item from your company's 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. In Procore's Financial Management tools, segments are the building blocks that define the pattern of your company's budget code structure

When you create a new segment item, it is active in your company account by default. You can use the steps below to deactivate it. When a segment is in a deactivated state, its is grayed out to indicate it is unavailable in the 'Segments' table.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • Segments can only be deactivated at the Company level. This function is NOT currently available on projects. 
    • Before you deactivate a segment, be aware of the following:
      • If you deactivate a segment item that is used in a budget code on an existing project, it will continue to be available on that project. If you do NOT want the segment item to be used in a budget code on the existing project in the future, it is strongly recommended that you communicate this directive to your project team. 
      • If you deactivate a segment item that is not used in a budget code on an existing project, it will not be available for use on that project. 
      • If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project. 
    • If you want to permanently remove a segment item to prevent it from being available on all new projects, see Delete Segment Items
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

Deactivate Flat Segment Items

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, locate the desired segment and then click its link. 
  4. In the 'Segment' table, locate the segment item to deactivate. 
     Important

    Before you deactivate a segment, be aware of the following:

    • If you deactivate a segment item that is used in a budget code on an existing project, it will continue to be available on that project. If you do NOT want the segment item to be used in a budget code on the existing project in the future, it is strongly recommended that you communicate this directive to your project team. 
    • If you deactivate a segment item that is not used in a budget code on an existing project, it will be deactivated on that project. 
    • If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project. 
  5. Click the vertical ellipsis and choose Deactivate from the Overflow menu on the line item.
    Example

    In this example, we will deactivate a segment item named 'Phase 1' in a custom segment named 'Phase'.

    wbs-deactivate-flat-segment-item.png

    Procore deactivates the segment item.
     Tip
    How do I know when a segment item is inactive? When segment items are in the deactivated state, they are grayed out to indicate they are unavailable. 

Deactivate Tiered Segment Items

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, locate the segment(s) to deactivate.
     Important

    Before you deactivate a segment, be aware of the following:

    • If you deactivate a segment item that is used in a budget code on an existing project, it will continue to be available on that project.
    • If you do NOT want the segment item to be used in a budget code on the existing project in the future, it is strongly recommended that you communicate this directive to your project team.
    • If you deactivate a segment item that is not used in a budget code on an existing project, it will be deactivated on that project.
    • If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project. 
  4. Choose from these options:

Deactivate a Parent Segment and its Children

To deactivate a parent segment and all of its items, highlight the tiered segment item in the list. Then, click the vertical ellipsis and choose Deactivate from the Overflow menu. 

Example
In this example, we have highlighted the top-level segment named 'Tiered Codes' and want to deactivate the code named 'C1 - Code 1' and all of its children. 
wbs-deactivate-tiered-codes-and-children.png

Deactivate a Single Segment Item

To deactivate a single segment item, click the vertical ellipsis and choose Deactivate from the Overflow menu at the top of the 'Segments' table.

Example

In this example, we have highlighted a Tier 2 segment named 'C1-Code 1' and want to deactivate the code named 'A - Code 1A'. This code has no children. 

wbs-deactivate-tiered-segment-no-children.png

Deactivate Segment Items in Bulk

To deactivate segment items in bulk, place a checkmark next to the boxes that correspond to the segment items to deactivate. Then click the 'Deactivate Selected Items' icon at the top of the 'Segment Items' table.    

Example

In this example, we have highlighted a Tier 2 segment named 'C1-Code 1' and want to deactivate two (2) codes named 'B - Code 1B' and 'C - Code 1C'. Neither one of these codes have children. 

wbs-deactivate-multiple-segment-items.png

 Tip

How do you know if a segment item has been deactivated? When deactivated, segment items are grayed out and unavailable, as shown below. 

wbs-deactivated-segment-items.png