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Enable Sub Jobs on Projects for WBS

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Objective

To enable the company level setting that allows your team to use the project level Sub Jobs feature with Work Breakdown Structure (WBS).

Background

In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might create a separate sub job for each individual structure.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
  • Limitations:
    • For customers using Procore's Field Productivity tools
      The default segments in WBS are compatible with icon-external-link.png 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?

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Company Settings', click Work Breakdown Structure.
  3. In the 'Segments' table, click the Configure Segments icons-settings-gear.png icon. 
  4. In the 'Enable Sub Jobs' window, mark the Enable Sub Jobs on Projects check box. 

    enable-sub-jobs-on-projects.png
     
  5. Click Save. 
    Procore adds a 'Sub Job' line item to the 'Segments' table. The 'Sub Job' line item is grayed out and unavailable, because sub-jobs are managed at the project level.