Which Procore tools support Work Breakdown Structure?

Last updated
Save as PDF

For Procore Customers in the United States

When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

To learn the differences: Show/Hide

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

General Contractors English (United States) - Default	Owners English (Owner Terminology V2)	Specialty Contractors English (Specialty Contractor Terminology)
Invoicing	Invoicing	Progress Billings
Owner	Funding	Owner
Owner/Client	Owner/Client	GC/Client
Prime Contract Change Order	Funding Change Order	Client Contract Change Order
Prime Contracts	Funding	Client Contracts
Revenue	Funding	Revenue
Subcontract	Contract	Subcontract
Subcontractor	Contractor	Subcontractor
Subcontractor Schedule of Values (SSOV)	Contractor Schedule of Values (CSOV)	Subcontractor Schedule of Values (SSOV)

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.	Create Your Company's Default Work Breakdown 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.	Create a Custom Company Report

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.	Create Your Project's Work Breakdown Structure
Budget	Creating and editing budget line items using project-level budget codes.	Add a Budget Line Item
Change Events	Creating and editing change event line items using project-level budget codes.	Add Change Event Line Items
Change Orders	Editing line items using project-level budget codes.	Edit a Change Order
Commitments	Creating and editing line items on a commitment, change order, or invoice Schedule of Values (SOV) using project-level budget codes.	Add a Line Item to a Commitment's Schedule of Values Create a Commitment Potential Change Order from a Change Event Create a Change Order Request for a Commitment Create a Commitment Change Order Add a Subcontractor Schedule of Values to a Commitment Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool
Direct Costs	Creating and editing line items using project-level budget codes for a direct cost.	Create a Direct Cost
Invoicing	Accessing line items on an invoice's Schedule of Values (SOV) using project-level budget codes.	Create a Subcontractor Invoice
Prime Contracts	Creating and editing line items on a contract, change order, or invoice Schedule of Values (SOV) using project-level budget codes.	Update the Schedule of Values on a Prime Contract Create a Potential Change Order Create a Change Order Request for a Prime Contract Create a Prime Contract Change Order Create Owner Invoices
Reports	Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports.	Create a Custom Project Report

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.	Import Segment Items into your Company Level Admin Tool Import Segment Items into your Project Level Admin Tool
Procore for Android	View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment.	Add a Line Item to a Change Event (Android) Edit a Commitment's Schedule of Values (iOS) View a Prime Contract (Android) View Purchase Orders and Subcontracts (iOS)
Procore for iOS	View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment.	Add a Line Item to a Change Event (iOS) Edit a Commitment's Schedule of Values (iOS) View a Prime Contract (iOS) View Purchase Orders and Subcontracts (iOS)

Limitations

For customers using the Company level ERP Integrations tool
The default segments in WBS are compatible with Procore's ERP Integrations tool. However, some integrations do NOT yet support custom segments. To learn more, see Things to Know about your ERP Integration.
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.