Work Breakdown Structure

 

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Company Administration
Project Administration
Project Tools
Procore Imports
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Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Import Segment Items into the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Configure Work Breakdown Structure
 
Import Segment Items into the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Your Company's Budget Code Structure

diagram_admin_company-level_wbs.png

diagram_admin_company-level_wbs_de-de.png

diagram_admin_company-level_wbs_en-au.png

diagram_admin_company-level_wbs_en-ca.png

diagram_admin_company-level_wbs_en-gb.png

diagram_admin_company-level_wbs_es-es.png

diagram_admin_company-level_wbs_es-la.png

diagram_admin_company-level_wbs_fr-ca.png

diagram_admin_company-level_wbs_fr-fr.png

diagram_admin_company-level_wbs_pt-br.png

diagram_admin_company-level_wbs_zh-sg.png

diagram_admin_company-level_wbs.png

Create Your Project's Budget Code Structure

diagram_admin_project-level_wbs.png

diagram_admin_project-level_wbs_de-de.png

diagram_admin_project-level_wbs_en-au.png

diagram_admin_project-level_wbs_en-ca.png

diagram_admin_project-level_wbs_en-gb.png

diagram_admin_project-level_wbs_es-es.png

diagram_admin_project-level_wbs_es-la.png

diagram_admin_project-level_wbs_fr-ca.png

diagram_admin_project-level_wbs_fr-fr.png

diagram_admin_project-level_wbs_pt-br.png

diagram_admin_project-level_wbs_zh-sg.png

diagram_admin_project-level_wbs.png

Work Breakdown Structure

Access to the Work Breakdown Structure (WBS) configuration settings depend on on the user's access permissions to the Company level Admin and/or Project level Admin tool. The tables below highlight which permissions are required for each tool to in order to create and maintain Procore's WBS. 

Company Admin

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add Company Cost Codes       icon-mindtouch-table-check.png
Add Company Cost Types       icon-mindtouch-table-check.png
Add Segment Items       icon-mindtouch-table-check.png
Add Custom Segments       icon-mindtouch-table-check.png
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
Deactivate Segment Items       icon-mindtouch-table-check.png
Delete Custom Segments       icon-mindtouch-table-check.png
Edit Custom Segment Settings       icon-mindtouch-table-check.png
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png
Export Segments to CSV       icon-mindtouch-table-check.png
Import Segment Items into Your Company Level Admin Tool (Procore Imports) 1       icon-mindtouch-table-check.png
Prepare Segment Items for Import to the Procore Imports App 1       icon-mindtouch-table-check.png
Reactivate Segment Items       icon-mindtouch-table-check.png
View the Company Cost Code Segment Settings       icon-mindtouch-table-check.png
View the Company Cost Types Segment Settings       icon-mindtouch-table-check.png

1 This task requires you to import segment items with the Procore Imports app.