Import Segment Items into your Project Level Admin Tool (Procore Imports)
Objective
To import custom WBS segment items into your Project's Admin tool with Procore Imports.
Background
A segment is a discrete category that an organization uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. In Procore's Financial Management tools, segments are the building blocks that define the pattern of your company's budget code structure.
Examples
The example below shows you Procore's default budget code structure, which is available in the Company Admin tool. This budget code structure consists of Procore's two (2) default segments: Cost Code and Cost Type. These segments are required.
You also have the option to customize your budget code structure with up to ten (10) custom segments. The illustration below shows you how your budget code structure can be customized using a combination of both Procore's default segments and your own custom segments.
When getting started with Procore's WBS, segments must be added in the Company level Admin tool by your company's Procore Administrator. They are later used to define your company's budget code structure. Your company's budget code structure can be applied as-is to individual Procore projects or you can define a unique budget code structure at the project level, using a subset of what has been made available on projects via the company level.
Skip this step: Select this option to upload a completed XLSX file of your cost codes to Procore.
Choose Select Template File to upload an XLSX file of segment items from your local device.
Click Process.
Review your segment items.
Choose from the following options:
Save records to computer: Select this option to save your records as a CSV and return to complete the import process at another time.
Import to Procore: Select this option to proceed with the import process.
Confirm your decision to import your segment items list by typing your company's name in the text field and clicking Proceed.
Note
If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.