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Edit Custom Segment Settings

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Objective

To edit an existing custom segment that is not in use as a budget code for your company's Work Breakdown Structure (WBS).

Background

After you add a custom segment, you can edit its 'Segment Name' and its 'Project Level Actions' settings at any time. However, you are NOT permitted to modify its 'Segment Structure' setting. For example, you can change a segment named 'Phase' to 'Stage' and you can turn ON/OFF the Project level settings, but you cannot change a tiered segment to a flat segment (or vice versa). 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • You cannot edit the 'Segment Structure' after a segment is created. For example, you cannot change a tiered segment to a flat segment or vice versa. 
    • You can edit these settings for a custom segment: 'Segment Name' and the checkboxes under 'Project Level Actions'.
    • You cannot edit the settings for a default segment at any time. 
  • 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.
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the company's Admin tool. 
  2. Under 'Company Settings', click the Work Breakdown Structure link.
  3. In the 'Segments' table, click the 'Segment' that you want to work with. 
  4. Click the Configure Settings icons-settings-gear.png icon.
  5. Edit the segment settings as follows:
     Notes
    • Optional: Segment Name. Type over the existing name with a new one. This is a required field. 
    • Optional: Under the Project Level Actions section, modify one or all of these options:
      • Add/Edit/Delete Project Level Segment Items. Add or remove the mark from the checkbox. Adding a mark permits a project administrator to add, edit, and delete segment items at the project level. See Add Segment Items to a Project, Edit Segment Items on a Project, and Delete Unused Segment Items from a Project. Removing the checkmark restricts project administrators from adding, editing, and deleting segment items at the project level.
      • Delete Segment Items Inherited from Company. Add or remove the mark from the checkbox. Adding a mark permits a project administrator to delete segment items inherited from the company level segment. See Delete Unused Segment Items from a Project. Removing the checkmark requires company level segment items to remain on a project.

        wbs-edit-segment-settings.png
  6. Click Save. 
    The 'Segments' list is updated with your changes. 
  7. Repeat the steps above for all of your company's segments with settings to edit.
    You can continue by configuring the budget code structure for your company's Procore account.