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Procore

(Beta) Reactivate 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 reactivate a segment item in your Procore company account. 

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 have the option to deactivate it at the company level. If you change your mind or if you want to use the segment item later, you can also use the steps below to reactivate it. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • If you reactivate a segment item, it will immediately be available in all new projects and on any existing projects where it was previously deactivated.  
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Steps

Reactivate 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 segment to reactivate and then click its link. 
     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. 
  4. Click the vertical ellipsis and choose Reactivate from the Overflow menu.

    wbs-reactivate-company-segment-item.png

    Procore reactivates the segment item. The line item is grayed out, to indicate it is no longer available in the list of segment items in the 'Segment' table. 

Reactivate 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 segment(s) to reactivate. 
  4. Place a checkmark in the boxes that correspond to the segment(s). 
     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. 
  5. Click the vertical ellipsis and choose Reactivate from the Overflow menu at the top of the 'Segments' table. 
    Procore reactivates the segment item.