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Procore

Workflows

Interactive Workflow Diagrams

Click the boxes in the workflow diagrams below to open the related tutorial. 

Create Your Company's Work Breakdown Structure


START
START
Do you want to customize Procore's default company level WBS?
Do you want to customize Procore's default com...
Do you want to edit or delete any segment items before proceeding?
Do you want to edit or delete any segm...


IN BETA: 
Add Segments to the Company Budget Code Structure
IN BETA:...


FUTURE:
Import Custom Segments
FUTURE:...


IN BETA:
Add Custom Segments
IN BETA:...


IN BETA:
Add Segment Items
IN BETA:...
Choose from these options
Choose from these options


IN BETA:
Edit Segment Items
IN BETA:...


IN BETA: 
Edit Custom Segment Settings
IN BETA:...


IN BETA:
 Delete Custom Segments
IN BETA:...
Choose from these options
Choose from these options
Do you want to add custom segment items to the default segments?
Do you want to add custom segment items...
Do you want to verify your cost code/cost type settings?
Do you want to verify your cost code/cost...


IN BETA: 
View Company Cost Code Segment Settings
IN BETA:...


IN BETA:
 
View Company Cost Type Segment Settings
IN BETA:...
Choose from these options
Choose from these options


END
END


END
END
Do you want to add custom segments to your company level WBS?
Do you want to add custom segments to your com...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Admin
1
1
You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.
You cannot remove the default segments...
Procore Imports
Procore Imports
Company Admin Tool
Company Admin Tool
Do you want to change the segment order of your company budget code structure?
Do you want to change the segment order of your comp...


IN BETA: 
Arrange the Company Budget Code Structure
IN BETA:...
Cost Codes
Cost Codes
Cost Types
Cost Types
Do you want to customize your cost codes and/or cost types?
Do you want to customize your cost codes a...


IN BETA:
Add Company Cost Codes
IN BETA:Add Company C...


FUTURE:
 Import Company Cost Codes
FUTURE:...
Choose one of these options
Choose one of these options


IN BETA:
Add Company Cost Types
IN BETA:Add Company C...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...

Create Your Project's Work Breakdown Structure


Choose any option(s)
Choose any option(s)


END
END


START
START
Do you want to copy the WBS from another Procore project?
Do you want to copy the WBS from anothe...


Copy the project template's WBS
Copy the project template's WBS
Configure a Project Template 1
Configure a Project Templ...
Do you want to customize this WBS for your new project?
Do you want to customize this WBS for y...


END
END


Apply your company's default WBS
Apply your company's default WBS
IN BETA: 
Create Your Project's Work Breakdown Structure
IN BETA:...
What do you want to customize?
What do you want to customize?


Sub Jobs
Sub Jobs


IN BETA:
Edit Sub Jobs on a Project
IN BETA:Edit Sub Jobs...


Enable Sub Jobs
Enable Sub Jobs


IN BETA:
Add Sub Jobs to a Project
IN BETA:Add Sub Jobs...
IN BETA:
Delete Sub Jobs from a Project
IN BETA:Delete Sub Jo...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio


Budget Code Structure
Budget Code Structure


IN BETA: 
Copy Company Segments to a Project
IN BETA:...


IN BETA:
Remove Segments from a Project's Budget Code Structure
IN BETA:...


IN BETA: 
Add Segments to the Project Budget Code Structure
IN BETA:...


Segment Items
Segment Items


IN BETA:
Edit Segment Items on a Project
IN BETA:Edit Segment...


IN BETA:
Delete Unused Segment Items from a Project
IN BETA:Delete Unused...


IN BETA: 
Copy Company Cost Codes to a Project
IN BETA:...


IN BETA:
Add Segment Items to a Project
IN BETA:...
Project Admin
Project Admin
1
1
You can also perform this task with 'Admin' level permissions on the Company level Portfolio tool
You can also perform this task...


Create a New Project
Create a New Project
Continued from the 'Create Your Company's Work Breakdown Structure' workflow
Continued from the 'Create Your Co...