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Procore

(Beta) Remove Segments from the Project Budget Code 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 remove a custom segment in your company's Work Breakdown Structure (WBS) from a project's budget code structure

Background

You can remove a custom segment from your project level budget code structure, as long as there are no budget codes using that segment on your project. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
  • Additional Information:
  • 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 level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, right-click the vertical ellipsis and choose the Remove from Budget Code Structure menu option. 

    wbs-remove-from-budget-code-structure.png

    Procore removes the selected budget code from the project's 'Budget Code Structure' section.