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Procore

(Beta) View the Company Cost Type 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 Type' 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 Type' segment in your company's WBS. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • 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 Types' segment.
  4. Above the 'Cost Types' table, click Configure Settings  icon.
  5. In the 'Segment Settings' dialog box under 'Project Level Actions,' you have these options:
     Note
    The 'Cost Type' segment is a default segment. You cannot edit the 'Segment Name' or the 'Segment Structure' settings. 
    • Add/Edit/Delete Project Level Segment Items. This checkbox is grayed out and unavailable by default. 
    • Delete Segment Items Inherited by Default. This checkbox is grayed out and unavailable by default. 
    • Available for Use on New Projects. Place a checkmark in this box to make the segment and its items available for use on new Procore projects. This is Procore's default setting. Remove the checkmark if you do NOT want the segment or its items to be available on projects. 
  6. Click Close.