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Arrange the Company Budget Code Structure

Objective

To configure your company's default and custom segments to define the budget code structure of your company's Work Breakdown Structure (WBS)

Background

When your company's Procore Administrator adds custom segment, Procore automatically adds them to the end of the 'Budget Code Structure' section in the order created. Your administrator can also arrange these segments to appear in any order. The arrangement defines your company's budget code structure on all the Procore projects in your company's account.

 Important

When arranging and rearranging segments, its important to keep these points in mind:

  • Although your Procore Administrator can change your company level budget code structure at any time, rearranging the segment order only affects the segment order of new Procore projects. Existing Procore projects retain the budget code structure that was defined in the Company Admin tool at the time the project was created.
  • Before moving segments on your company level budget code structure, its important to understand the impact of this action on your Procore projects. For details, see What happens to projects when I change the segment order of my company's budget code structure in WBS?
Example

You can arrange the segments in your company's budget code structure in any order you want. The segment order goes into effect on your new project(s). 

 

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XXX]
[XXX]
[X]
[X]

 

Phase*
Phase*
[XXX]
[XXX]
Architect
Architect
LEGEND
LEGEND
Budget Code
Budget Code
Default Segments
Default Segments
Custom Segments
Custom Segments
A company can choose their own names for custom segments and arrange then in any order.
A company can choose the...
*
*
Arrange Budget Code Structure
Arrange Budget Code Structure

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Admin tool. 
  • Additional Information:
  • Limitations:
    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments?
    • For customers using the Company level ERP Integrations tool
      The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronization process does NOT yet support custom segments. To learn more, see Why can't I create WBS custom segments?
    • For customers who have independently developed or purchased a third-party solution to integrate with Procore
      To take advantage of the custom segment capabilities associated with WBS, any existing API integrations that you have independently developed or purchased to interact with Procore must be updated to support Procore's new WBS API. To learn more, see Do we need to update our API Integrations for WBS?

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link. 
  3. In the 'Budget Code Structure' section, click the Edit button.
  4. In the 'Segment Order' table, click and hold the double grip and then use a drag-and-drop operation to place each segment in the desired position. 
    The 'Order' area reflects the segment order your define for your company's budget code structure.  
    wbs-configure-segment-order.png
  5. Click Save.