Work Breakdown Structure - Tutorials
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Company Administration
Getting Started
Create Your Company's Default Work Breakdown Structure
Manage Custom Segments
Add Custom Segments
Edit Custom Segment Settings
Delete Custom Segments
Export Segments to CSV
Manage Segment Items
Add Segment Items
Edit Segment Items
Deactivate Segment Items
Reactivate Segment Items
Manage Default Segments
Cost Codes
Add Company Cost Codes
View the Company Cost Code Segment Settings
Cost Types
Add Company Cost Types
View the Company Cost Types Segment Settings
Sub Jobs (can only be added at the Project Level)
Enable Sub Jobs for WBS
Set the Company Budget Code Structure
Arrange the Company Budget Code Structure
Manage the Project Level Budget Code Structure
Enable Project Level Budget Code Structure Edits
Project Administration
Getting Started
Create Your Project's Work Breakdown Structure
Manage Custom Segment Items
Add Segment Items to a Project
Edit Segment Items on a Project
Delete Unused Segment Items from a Project
Manage Default Segments (Cost Types are always managed at the Company Level)
Cost Codes
Assign Cost Codes to Sub Jobs
Copy Company Cost Codes to a Project
Sub Jobs
Add Sub Jobs to a Project
Assign Project Cost Codes to Sub Jobs
Delete Sub Jobs from a Project
Edit Sub Jobs on a Project
Set the Project Budget Code Structure
Add Custom Segments to the Project Budget Code Structure
Arrange the Project Budget Code Structure
Copy Company Segments to a Project
Remove Segments from the Project Budget Code Structure
Other Tasks
Export Segments to CSV
Project Tools
Budget Codes
Create Budget Codes for WBS in Procore's Project Financials Tools
Procore Imports
Prepare Segment Items for Import into the Procore Imports App
Import Segment Items into Your Company Level Admin Tool
Import Segment Items into Your Project Level Admin Tool