Edit Sub Jobs on a Project

To edit a sub job to a Procore project in the Work Breakdown Structure (WBS) page of the project's Admin tool.

You can edit a sub job on a Procore project only if that sub job is not being used in a budget code on your project.

• Required User Permissions:

  • 'Admin' level permissions on the Project level Admin tool.
    OR

  • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template.
    Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes.

• 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.

• Add Sub Jobs to a Project

1. Navigate to the project's Admin tool.

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

3. In the 'Segments' table, click the Sub Jobs link.

    Notes

   • If the 'Sub Jobs' link is not visible in the 'Segments' table, see Enable Sub Jobs on Projects for WBS.

   • Before you can add a sub job to a project, your company's Procore Administrator must add your company cost codes. See Add Company Cost Codes.

   • For sub jobs, cost codes are copied over from the company level standard cost code list, and not the project level cost code list.

4. In the 'Sub Jobs' table, highlight the line item to edit. Then click Edit.

5. Edit the following information:

   • Code. Enter an alphanumeric code for the sub job.

   • Description. Enter a description for the new sub job.

6. Click anywhere outside the line item to save it.
   Procore displays the work 'Saved' in GREEN text.

• Assign Project Cost Codes to a Sub Job