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Create Your Company's Default Work Breakdown Structure


To create your company's default Work Breakdown Structure (WBS)


When you are setting up your Work Breakdown Structure for the first time, you have a choice between using the default budget code and structure that comes with Procore or you can customize this structure to create your own company level WBS. This tutorial provides you with an overview of the the steps you take to customize Procore's default WBS for your company's Procore account. If you are customizing your WBS, you'll want to complete this step before customizing your WBS for your individual projects. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • 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, 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.





When getting started with WBS, you can use Procore's default WBS or you can add custom segments. The steps below assume you want to add custom segments to your company's budget code structure. 

  1. Create your custom segments and add custom segment items as follows:
    Note: To learn more, see What are segments and segment items?
  2. If you need to make changes to your segments, it is recommended that you do that now:
  3. If you want to add custom segment items to your default segments, do the following:
  4. Now that your segments appear as you want them, you can configure your company's budget code structure as follows: