Work Breakdown Structure

Work Breakdown Structure (WBS) is a robust, flexible method for organizing and reporting on financial information. With WBS, Owners, General Contractors, and Specialty Contractors can create a customized framework of unique segments and rules for tagging, tracking, and reporting with Procore's Financial Management tools.

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OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

Work Breakdown Structure

Access to the Work Breakdown Structure (WBS) configuration settings depend on on the user's access permissions to the Company level Admin and/or Project level Admin tool. The tables below highlight which permissions are required for each tool to in order to create and maintain Procore's WBS.

Company Admin

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add Company Cost Codes
Add Company Cost Types
Add Segment Items
Add Custom Segments
Arrange the Company Budget Code Structure
Create Your Company's Default Work Breakdown Structure
Deactivate Segment Items
Delete Custom Segments
Edit Custom Segment Settings
Enable Project Level Budget Code Structure Edits
Export Segments to CSV
Import Segment Items into Your Company Level Admin Tool (Procore Imports) ¹
Prepare Segment Items for Import to the Procore Imports App ¹
Reactivate Segment Items
View the Company Cost Code Segment Settings
View the Company Cost Types Segment Settings

¹ This task requires you to import segment items with the Procore Imports app.

Project Admin

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add Segment Items to a Project
Add Segments to the Project Budget Code Structure
Add Sub Jobs to a Project
Arrange the Project Budget Code Structure
Assign Project Cost Codes to Sub Jobs
Copy Company Cost Codes to a Project
Copy Company Segments to a Project
Create Your Project's Work Breakdown Structure
Delete Sub Jobs from a Project
Delete Unused Segment Items from a Project
Edit Segment Items on a Project
Edit Sub Jobs on a Project
Enable Sub Jobs on Projects for WBS
Export Segments to CSV
Import Segment Items into Your Project Level Admin Tool (Procore Imports) ¹
Remove Segments from a Project's Budget Code Structure

¹ This task requires you to import segment items with the Procore Imports app.

Company Administration

Project Administration

Project Tools

Procore Imports

Tip

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Import Segment Items into the Company Level Admin Tool

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Set Up Work Breakdown Structure in the Company Level Admin Tool

Configure Work Breakdown Structure

Import Segment Items into the Company Level Admin Tool

OUTDATED VIDEOS - Removed from Support Site and Certifications

Admin - Import Cost Codes into the Admin Tool

Create Your Company's Budget Code Structure

Create Your Project's Budget Code Structure

Work Breakdown Structure

Company Admin

Project Admin