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Procore

(Beta) View the Company Cost Code Segment Settings

 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 view 'Cost Code' segment settings for your Company level Work Breakdown Structure (WBS)

Background

Use the steps below whenever you want to view the settings on the 'Cost Code' segment in your company's WBS. Remember that 'Cost Code' is a default segment and its settings cannot be edited at the company or project level. You can, however, add, edit, and delete segment items at both the company and project level. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • 'Cost Code' segment settings cannot be edited at the company or project level. 
    • However, you can add, edit, and delete segment items at both the company and project level. 
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, click the 'Cost Codes' segment.
  4. Above the 'Cost Codes' table, click Configure Settings  icon.
  5. In the 'Segment Settings' dialog box, you can view its settings. All settings are grayed out to indicate they cannot be edited.

    wbs-view-cost-code.png
     Note
    The 'Cost Code' segment is a default segment. You cannot edit any of its settings
  6. Click Close.