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Remove Segments from the Project Budget Code Structure

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Objective

To remove a custom segment in your company's Work Breakdown Structure (WBS) from a project's budget code structure. 

Background

You can remove a custom segment from your project level budget code structure, as long as there are no budget codes using that segment on your project. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
  • Additional Information:
  • 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.

Steps

  1. Navigate to the Project level Admin tool. 
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' table, right-click the vertical ellipsis and choose the Remove from Budget Code Structure menu option. 

    wbs-remove-from-budget-code-structure.png

    Procore removes the selected budget code from the project's 'Budget Code Structure' section.