Deactivate Segment Items

Objective

To deactivate a segment item from your company's Work Breakdown Structure (WBS). 

Background

A segment is a discrete category that an organization uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. In Procore's Financial Management tools, segments are the building blocks that define the pattern of your company's budget code structure. 

When you create a new segment item, it is active in your company account by default. You can use the steps below to deactivate it. When a segment is in a deactivated state, its is grayed out to indicate it is unavailable in the 'Segments' table.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Admin tool. 
• Additional Information:
  • Segments can only be deactivated at the Company level. This function is NOT currently available on projects. 
  • Before you deactivate a segment, be aware of the following:
    • If you deactivate a segment item that is used in a budget code on an existing project, it will continue to be available on that project. If you do NOT want the segment item to be used in a budget code on the existing project in the future, it is strongly recommended that you communicate this directive to your project team. 
    • If you deactivate a segment item that is not used in a budget code on an existing project, it will not be available for use on that project. 
    • If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project. 
  • If you want to permanently remove a segment item to prevent it from being available on all new projects, see Delete Segment Items. 
• Limitations:
  • For customers using Procore's Field Productivity tools
    The default segments in WBS are compatible with  Field Productivity. Custom segments are NOT yet supported. To learn more, see Why can't I create WBS custom segments?
  • For customers using the Company level ERP Integrations tool
    The default segments in WBS are compatible with Procore's ERP Integrations tool. However, the synchronization process does NOT yet support custom segments. To learn more, see Why can't I create WBS custom segments?
  • 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. To learn more, see Do we need to update our API Integrations for WBS?

Prerequisites

• Add Segment Items

Steps

• Deactivate Flat Segment Items
• Deactivate Tiered Segment Items

Deactivate Tiered Segment Items

1. Navigate to the Company level Admin tool. 
2. Under 'Company Settings', click the Work Breakdown Structure link. 
3. In the 'Segments' table, locate the segment(s) to deactivate.

    Important

   Before you deactivate a segment, be aware of the following:

   • If you deactivate a segment item that is used in a budget code on an existing project, it will continue to be available on that project.
   • If you do NOT want the segment item to be used in a budget code on the existing project in the future, it is strongly recommended that you communicate this directive to your project team.
   • If you deactivate a segment item that is not used in a budget code on an existing project, it will be deactivated on that project.
   • If you deactivate a segment item and then create a new project, it will NOT be available for use on the new project. 
4. Choose from these options:
   • Deactivate a Parent Segment and its Children
   • Deactivate a Single Segment Item
   • Deactivate Segment Items in Bulk

Deactivate a Parent Segment and its Children

To deactivate a parent segment and all of its items, highlight the tiered segment item in the list. Then, click the vertical ellipsis and choose Deactivate from the Overflow menu. 

Example

In this example, we have highlighted the top-level segment named 'Tiered Codes' and want to deactivate the code named 'C1 - Code 1' and all of its children. 

Deactivate a Single Segment Item

To deactivate a single segment item, click the vertical ellipsis and choose Deactivate from the Overflow menu at the top of the 'Segments' table.

Example

In this example, we have highlighted a Tier 2 segment named 'C1-Code 1' and want to deactivate the code named 'A - Code 1A'. This code has no children. 

Deactivate Segment Items in Bulk

To deactivate segment items in bulk, place a checkmark next to the boxes that correspond to the segment items to deactivate. Then click the 'Deactivate Selected Items' icon at the top of the 'Segment Items' table.    

Example

In this example, we have highlighted a Tier 2 segment named 'C1-Code 1' and want to deactivate two (2) codes named 'B - Code 1B' and 'C - Code 1C'. Neither one of these codes have children. 

 Tip

How do you know if a segment item has been deactivated? When deactivated, segment items are grayed out and unavailable, as shown below. 

See Also

• Reactivate Segment Items