Add Custom Segments

  1. Navigate to the Company level Admin tool.

  2. Under 'Company Settings', click the Work Breakdown Structure link.

  3. In the 'Segments' table, click the Add Segment button.
    wbs-default-segment-click-add.png

  4. In the 'New Segment' window, do the following:

    Note icon Note

    An asterisk (*) in the list below indicates a required field.

    wbs-new-segment.png

    • Segment Name*. Enter a name for your new segment. This is a required field. Duplicate segment names are NOT permitted. A 'Segment Name is in use' message appears to notify if you attempt to enter a name that already exists.

      Tip icon Tip

      Not sure what custom segments to create? To learn how other Procore clients use Work Breakdown Structure, see What custom segments should we create for our company's Work Breakdown Structure?

    • Segment Structure*. Select a value from the drop-down list. This is a required field. Your choices include:* Flat. Select this option to add your segment to the list with no hierarchy.* Tiered. Select this option to nest your segment into a tree (hierarchical) structure.

      Tip icon Tip

      What's the difference between a flat and tiered segment? To learn the difference, see What is the difference between a flat and tiered segment in Procore's WBS?

  5. Under the Project Level Actions section, choose one (1) or all of these options:

    Note icon Note

    When the 'Project Level Actions' settings are turned ON, your project administrators (users with 'Admin' level permissions on the Project level Admin tool) are permitted to perform specific tasks on segments and segment items at the project level. These settings are turned OFF by default.

    • Add/Edit/Delete Project Level Segment Items. Place a mark in this checkbox to provide project administrators with the ability to add, edit, and delete unused segment items on a project. This setting is turned OFF by default.

      Note icon Note

      When this setting is turned ON, project administrators can perform these tasks:

    • Delete Segment Items Inherited from Company. Place a mark in this checkbox to provide project administrators with the ability to delete segment items inherited at the Project level from the Company level Admin tool. This is useful to project administrators who don't want new segment items created at the company level to be used on a project. See Delete Unused Segment Items from a Project.

  6. Click Create.
    Procore adds the new segment to the bottom of the 'Segments' list.

  7. Repeat the steps above for all of the new segments to add.

Tip icon Tips

  • Need to edit your new segment's settings? The best time to edit a new segment is before you start using it on a project. Once a custom segment is used to create a project budget code, you can edit it at any time. For details, see Edit Custom Segment Settings.

  • Want to delete a custom segment? Its important to note that a custom segment cannot be deleted after it has been added to the budget code structure on one (1) or more projects in your company's Procore account. To learn more, see Delete Custom Segments.

  • Want to add segment items? If your new segment is created, you can add new items now. For instructions, see Add Custom Segment Items.

  • Ready to define your company's default budget code structure? You can arrange your segments in any order you want. This arrangement defines your company's budget code structure. For instructions, see Arrange Segments to Form the Company's Budget Code Structure.

Configure Company Level WBS
Create Your Project's WBS