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Add Custom Segments to the Project Budget Code Structure

Objective

To add new Company level custom segments to your Project level budget code structure

Background

When your company's Procore Administrator adds new custom segments to your Company level WBS, it is automatically added to your existing project's 'Available Segments' list. These new Company level segments are grayed out and unavailable, to show have not been added to the project's budget code structure. If you want to add that new Company level custom segment to your project, it can be added both before or after you've created budget codes on the project. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
  • Additional Information:
    • When a new segment is added to the Company level WBS, Procore adds it to the 'Available Segments' list. 
    • To create a project budget code using that segment, you must add it to your project's budget code structure. 
    • You can add a Company level segment to your project's budget code at any time, before or after you've created budget codes on the project.
    • To learn how the company and project level budget code structures interact, see What happens to projects when I change the segment order of my company's budget code structure in WBS?
  • 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?

Prerequisites

Steps

  1. Navigate to the project's Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link.
  3. In the 'Available Segments' table, click the to add to your project's budget code structure. 
     Note
    • Newly added Company level Segments are grayed out to indicate they are NOT part of the budget code structure in the 'Available Segments' list. 
    • If you are unsure how to use the new segment, consult with your company's Procore Administrator
  4. Locate the segment to add and choose Add to Budget Code Structure from the Overflow menu. 

    wbs-project-add-to-budget-code-structure.png
    Procore adds the new segment to your project's budget code structure. 

    wbs-project-added-to-budget-code-structure.png
     
  5. Continue by arranging the segments in the desired order. 
 Tip
Did you know you can customize the budget code descriptions for your project? Customization is useful when your team wants to create two or more descriptions for a single budget code. Customization can also improve the readability of your codes on financial line items for your end users. To learn more, see Why and how do I create a custom budget code description for Procore's Project Financials tools?