Export WBS Segments to CSV

To export a segment and its segments items to the Comma Separated Values (CSV) file format.

You can export a segment and all of its segment items at any time.

• Required User Permissions:

  • To export segments to CSV from the Company level Admin tool:* 'Admin' level permissions on the Company level Admin tool.

  • To export segments to CSV from the Project level Admin tool:* 'Admin' level permissions on the Project level Admin tool.
    OR* 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Update Cost Codes' granular permission enabled on your permissions template.

• 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.

  • Custom Segments are NOT supported with the ERP Integrations tool.

• Add Segment Items

1. Navigate to the Company or Project level Admin tool.

2. In the 'Segments' table, click the segment to work with.

3. At the top of the page, click the Export as CSV link.
   
   
   
   Procore exports the parent segment and all of its children.