Edit Sub Jobs on a Project

Objective

To edit a sub job to a Procore project in the Work Breakdown Structure (WBS) page of the project's Admin tool. 

Background

You can edit a sub job on a Procore project only if that sub job is not being used in a budget code on your project. 

Things to Consider

• Required User Permissions:

  • 'Admin' level permissions on the Project level Admin tool. 
    OR
  • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template. 
    Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes. 
• Limitations:

Prerequisites

• Add Sub Jobs to a Project

Steps

1. Navigate to the project's Admin tool.
2. Under 'Project Settings', click the Work Breakdown Structure link. 
3. In the 'Segments' table, click the Sub Jobs link.

    Notes

   • If the 'Sub Jobs' link is not visible in the 'Segments' table, see Enable Sub Jobs on Projects for WBS.
   • Before you can add a sub job to a project, your company's Procore Administrator must add your company cost codes. See Add Company Cost Codes.
   • For sub jobs, cost codes are copied over from the company level standard cost code list, and not the project level cost code list.
4. In the 'Sub Jobs' table, highlight the line item to edit. Then click Edit. 
5. Edit the following information:
   • Code. Enter an alphanumeric code for the sub job. 
   • Description. Enter a description for the new sub job. 
6. Click anywhere outside the line item to save it.
   Procore displays the work 'Saved' in GREEN text.  

Next Steps

• Assign Project Cost Codes to a Sub Job

See Also

• Add Sub Jobs to a Project