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Copy Company Cost Codes to a Project

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Objective

To copy company cost codes to a Procore project using the Work Breakdown Structure (WBS) page of the project's Admin tool. 

Background

A Cost Code is a code that defines the specific type of work being completed on a construction project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Admin tool.
      OR
    • 'Read Only' or 'Standard' level permissions on the project level Admin tool with the  'Manage WBS Codes' granular permission enabled on your permissions template.
  • 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.

Prerequisites

Steps

  1. Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' list, click the Cost Codes link.
  4. Click the Cost Codes from Company button. 
    btn-cost-codes-from-company.png
  5. In the 'Add Cost Codes to this Project' window, choose from these options:
    add-cost-codes-window.png
    • To copy all of your company's cost codes to the project, click the Select All Cost Codes button. 
    • To copy only selected cost codes, expand and collapse the desired segment items and then highlight the segment items to copy. 
  6. Click the Add button.