Add 'Sub Job' Segment Items to a Procore Project

Objective

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

After a sub job has been created, you can issue specific line items on the Schedule of Values (SOV) for a change order to the sub job.

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.
Additional Information:
- Adding 'Sub Jobs' to a project also adds it to your Company level 'Segments' list. The 'Sub Jobs' segment is counted as one (1) of the thirteen (13) available segments.
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.

Navigate to the project's Admin tool.
Under 'Project Settings', click the Work Breakdown Structure link.
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.
Choose from these options:
- If you are creating sub jobs for the first time, click the Add Segment Items button.
  OR
- If you are adding sub jobs to an existing list, click the Add Item button.
Enter the following information:
- Code. Enter an alphanumeric code for the sub job.
- Description. Enter a description for the new sub job.
Click anywhere outside the line item to save it.
Procore displays the work 'Saved' in GREEN text.

Important

As shown below, after you add the 'Sub Job' segment to a project, it will automatically be added to the 'Segments' table in the Company level Admin tool with a tooltip beside it. Adding the 'Sub Job' to a project counts as using one (1) of your company's thirteen (13) available segments.