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Import Segment Items into your Company Level Admin Tool (Procore Imports)

Objective 

To import custom segment items into your Company Admin tool with Procore Imports.

Background 

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. 

 

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XXX]
[XXX]
[X]
[X]
Company Admin - Default Budget Code Structure
Company Admin - Default Budget Code Structure
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Structure
Default Segments
Default Segments

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.

 

 

Phase*
Phase*

 

Cost Code
Cost Code

 

Cost Type
Cost Type
[XX]
[XX]
[XXX]
[XXX]
[X]
[X]
Custom Budget Code Structure
Custom Budget Code Structure
Architect
Architect
LEGEND
LEGEND
Budget Code Structure
Budget Code Structure
Default Segments
Default Segments

 

Area*
Area*
[XX]
[XX]
Custom Segments
Custom Segments
A company can choose their own names for custom segments. 
A company can choose their...
*
*

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.

When adding new segments to Procore, your company's Procore Administrator can configure each segment as flat or tiered. To learn more, see What are segments?

 Tip
Not sure what custom segments to create? To learn how other Procore clients use Work Breakdown Structure, see What custom segments should we create for our company's Work Breakdown Structure?

 

Things to Consider 

  • Required User Permissions: 
    • 'Admin' level permissions on the Company's Admin tool.
      Note: Granular Permissions are not supported in the Procore Imports application.
  • Requirements:
  • Limitations:

Steps 

  1. In your Procore Imports App, on the 'Companies & Projects' page, select the company you want to import segments into.
  2. Click Continue.
  3. Under the 'WBS Segments' section, click Add New Segment Items. 
  4. Under 'Select Budget Code Segment', Select which segment you want to add items into. 
  5. Click Next.
  6. Choose from the following options:
  7. Choose Select Template File to upload an XLSX of the segment items from your local device.
  8. Click Process.
  9. Review your segment items.
  10. 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.
  11. Confirm your decision to import your segment item 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.
  12. Click Finish.

See Also