Which Procore tools support Work Breakdown Structure?
Answer
Procore's Work Breakdown Structure (WBS) provides teams with greater flexibility and more granularity using custom segments to create your company or project budget codes. In addition to the default paradigm of cost code, cost type, and sub-job (optional), you can create up to ten (10) custom segments and arrange those segments (in any order that you want) to form your budget code structure. You can also name your segments anything you like. To learn more, see Work Breakdown Structure.
The following Procore tools, platforms, and integrations support the Work Breakdown Structure feature.
Supported Company Level Tools
These Company level tools support Procore's Work Breakdown Structure.
| Tool Name | What is supported? | To learn more... |
|---|---|---|
| Admin | Your company's Procore Administrator can manage the default segments, custom segments, segment items, and set the company's budget code structure. | |
| Reports | Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports. |
Supported Project Level Tools
These Project level tools support Procore's Work Breakdown Structure.
| Tool Name | What is supported? | To learn more... |
|---|---|---|
| Admin | A project administrator can manage the default segments, custom segment items, and set the project's budget code structure. | |
| Budget | Creating and editing budget line items using project-level budget codes. | |
| Change Events | Creating and editing change event line items using project-level budget codes. | |
| Change Orders | Editing line items using project-level budget codes. | |
| Client Contracts 1 | Creating and editing line items on the Schedule of Values (SOV) for a contract, change order, or invoice using project-level budget codes. | |
| Commitments | Creating and editing line items on a commitment, change order, or invoice Schedule of Values (SOV) using project-level budget codes. |
|
| Direct Costs | Creating and editing line items using project-level budget codes for a direct cost. | |
| Funding 2 | Creating and editing line items on a funding, change order, or invoice Schedule of Values (SOV) using budget codes. | |
| Invoicing | Accessing line items on an invoice's Schedule of Values (SOV) using project-level budget codes. |
|
| Prime Contracts | Creating and editing line items on a contract, change order, or invoice Schedule of Values (SOV) using project-level budget codes. | |
| Progress Billings | Accessing line items on an invoice's Schedule of Values (SOV) using project-level budget codes. |
|
| Reports | Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports. |
1 
The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
2 The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
Supported Platforms
These Procore platforms support Procore's Work Breakdown Structure.
| Tool Name | What is supported? | To learn more... |
|---|---|---|
| Procore Imports | Import segment items into the Company or Project level Admin tool. | |
| Procore for Android | View client contracts, commitments, fundings, and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment. | |
| Procore for iOS | View client contracts, commitments, fundings, and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment. |