Which Procore tools support Work Breakdown Structure?

Beta icon For Procore Customers in the United States

flag-us.png When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

      General Contractors English (United States) - Default

      Owners English (Owner Terminology V2)

      Specialty Contractors English (Specialty Contractor Terminology)

      Invoicing

      Invoicing

      Progress Billings

      Owner

      Funding

      Owner

      Owner/Client

      Owner/Client

      GC/Client

      Prime Contract Change Order

      Funding Change Order

      Client Contract Change Order

      Prime Contracts

      Funding

      Client Contracts

      Revenue

      Funding

      Revenue

      Subcontract

      Contract

      Subcontract

      Subcontractor

      Contractor

      Subcontractor

      Subcontractor Schedule of Values (SSOV)

      Contractor Schedule of Values (CSOV)

      Subcontractor Schedule of Values (SSOV)

Answer

Procore's Work Breakdown Structure (WBS) provides teams with greater flexibility and more granularity using custom segments to create your company or project budget codes. In addition to the default paradigm of cost code, cost type, and sub-job (optional), you can create up to ten (10) custom segments and arrange those segments (in any order that you want) to form your budget code structure. You can also name your segments anything you like. To learn more, see Work Breakdown Structure.

The following Procore tools, platforms, and integrations support the Work Breakdown Structure feature.

Supported Company Level Tools

These Company level tools support Procore's Work Breakdown Structure.

Tool Name

What is supported?

To learn more...

Admin

Your company's Procore Administrator can manage the default segments, custom segments, segment items, and set the company's budget code structure.

Reports

Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports.

Supported Project Level Tools

These Project level tools support Procore's Work Breakdown Structure.

Tool Name

What is supported?

To learn more...

Admin

A project administrator can manage the default segments, custom segment items, and set the project's budget code structure.

Budget

Creating and editing budget line items using project-level budget codes.

Change Events

Creating and editing change event line items using project-level budget codes.

Change Orders

Editing line items using project-level budget codes.

Commitments

Creating and editing line items on a commitment, change order, or invoice Schedule of Values (SOV) using project-level budget codes.

Direct Costs

Creating and editing line items using project-level budget codes for a direct cost.

Invoicing

Accessing line items on an invoice's Schedule of Values (SOV) using project-level budget codes.

Prime Contracts

Creating and editing line items on a contract, change order, or invoice Schedule of Values (SOV) using project-level budget codes.

Reports

Cost code, cost type, and sub job reporting using project-level source data from Procore's Project Financials tools in custom project reports.

Supported Platforms

These Procore platforms support Procore's Work Breakdown Structure.

Tool Name

What is supported?

To learn more...

Procore Imports

Import segment items into the Company or Project level Admin tool.

Procore for Android

View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment.

Procore for iOS

View commitments and prime contracts. Add a line item to a change event. Edit a Schedule of Values on a commitment.

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.