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Procore

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

Background

You can edit a sub job on a Procore project only if that sub job is not being used in a budget code on your project. 

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.

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. In the 'Sub Jobs' table, highlight the line item to edit. Then click Edit
  5. Edit 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.