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Procore

Admin

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 Note
If you add or remove workflows here, be sure to also add/remove them from... If you edit existing workflows here...
  • Let the Financial Management Technical Writer know since these workflows are being prepared for a closed beta. 
 Warning
Do NOT change the text headings on these pages. They are being used as anchors for content reuse on "Workflow" tool tabs and in specific articles, so changing a heading will cause a reuse to break.

Admin

Create Your Company's Budget Code Structure

 
START
START
Do you want to customize Procore's default company level WBS?
Do you want to customize Procore's default com...
Do you want to edit or delete any segment items before proceeding?
Do you want to edit or delete any segm...

 
Add Segments to the Company Budget Code Structure
Add Segments to the Company...

 
Import Segment Items with Procore Imports 2
Import Segment Items...

 
Add Custom Segments
Add Custom Segments

 
Add Segment Items
Add Segment Items
Choose from these options
Choose from these options

 
Edit Segment Items
Edit Segment Items

 
Edit Custom Segment Settings
Edit Custom Segment S...

 
Delete Custom Segments
Delete Custom Segments
Choose from these options
Choose from these options
Do you want to add custom segment items to the default segments?
Do you want to add custom segment items...
Do you want to verify your cost code/cost type settings?
Do you want to verify your cost code/cost...

 
View Company Cost Code Segment Settings
View Company Cost Cod...

 
View Company Cost Type Segment Settings
View Company Cost Typ...
Choose from these options
Choose from these options

 
END
END

 
END
END
Do you want to add custom segments to your company level WBS?
Do you want to add custom segments to your com...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Admin
1
1
You cannot remove the default segments 'Cost Code' and 'Cost Type'. These default segments are required.
You cannot remove the default segments...
Procore Imports
Procore Imports
Company Admin Tool
Company Admin Tool
Do you want to change the segment order of your company budget code structure?
Do you want to change the segment order of your comp...

 
Arrange the Company Budget Code Structure
Arrange the Company B...
Cost Codes
Cost Codes
Cost Types
Cost Types
Do you want to customize your cost codes and/or cost types?
Do you want to customize your cost codes a...

 
Add Company Cost Codes
Add Company Cost Code...

 
Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
Continue to the 'Create Your Project's Work Breakdown Structure' workflow
Continue to the 'Create Your P...
2
2
In WBS, cost codes and cost types are imported as segment items in Procore's default 'Cost Code' and 'Cost Type' segment.
In WBS, cost codes and cost types are impor...

 
Import Segment Items with Procore Imports 2
Import Segment Items...
Choose one of these options
Choose one of these options

 
Add Company Cost Types
Add Company Cost Type...Text is not SVG - cannot display

Create Your Project's Budget Code Structure

 
Choose any option(s)
Choose any option(s)

 
END
END

 
START
START
Do you want to copy the WBS from another Procore project?
Do you want to copy the WBS from anothe...

 
Copy the project template's WBS
Copy the project template's WBS
Configure a Project Template 1
Configure a Project Templ...
Do you want to customize this WBS for your new project?
Do you want to customize this WBS for y...

 
END
END

 
Apply your company's default WBS
Apply your company's default WBS
Create Your Project's Work Breakdown Structure
Create Your Project's Wor...
What do you want to customize?
What do you want to customize?

 
Sub Jobs
Sub Jobs

 
Edit Sub Jobs on a Project
Edit Sub Jobs on a Pr...

 
Enable Sub Jobs
Enable Sub Jobs

 
Add Sub Jobs to a Project
Add Sub Jobs to a Pro...
Delete Sub Jobs from a Project
Delete Sub Jobs from...
LEGEND
LEGEND
Procore Administrator
Procore Administrator
'Admin' on Project Admin
'Admin' on Project Adm...
Company Portfolio
Company Portfolio

 
Budget Code Structure
Budget Code Structure

 
Copy Company Segments to a Project
Copy Company Segments...

 
Remove Segments from a Project's Budget Code Structure
Remove Segments from a P...

 
Add Segments to the Project Budget Code Structure
Add Segments to the P...

 
Segment Items
Segment Items

 
Edit Segment Items on a Project
Edit Segment Items on...

 
Delete Unused Segment Items from a Project
Delete Unused Segment...

 
Copy Company Cost Codes to a Project
Copy Company Cost Cod...

 
Add Segment Items to a Project
Add Segment Items to...
Project Admin
Project Admin
1
1
You can also perform this task with 'Admin' level permissions on the Company level Portfolio tool
You can also perform this task...

 
Create a New Project
Create a New Project
Continued from the 'Create Your Company's Work Breakdown Structure' workflow
Continued from the 'Create Your Co...Text is not SVG - cannot display