Edit Segment Items
Objective
To add a segment items to a segment in your Company level Work Breakdown Structure (WBS).
Background
A segment is a discrete category that an organisation uses to break down its work into manageable components. A segment item is one of many distinct items in a segment. After creating a segment, you can add an unlimited number of segment items to it. You can also use the steps below to edit your custom segment items.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Additional Information:
- Any edits you make at the Company level are automatically reflected on all of your company's existing Procore projects.
- Limitations:
- You cannot edit the 'Code' field on a custom segment when it is being used on a project's budget code.
- In a flat segment, duplicate entries in the 'Code' field are NOT permitted.
- In a tiered segment, duplicate entries in the 'Code' field are NOT permitted when the segment items are children of the same parent segment.
- There are no character limits or other limitations on entries in the 'Description' field.
- Custom Segments are NOT supported with the ERP Integrations tool.
Prerequisites
Steps
- Navigate to the Company level Admin tool.
- Under 'Company Settings', click the Work Breakdown Structure link.
- In the 'Segments' table, click the segment that you want to work with.
Note
For example, let's assume you created a custom segment named 'Phase' with segment items named 'Phase I', 'Phase II' and 'Phase III' You want to rename the segment 'Stage' and its segment items 'Stage 1, Stage 2 and Stage 3.' - In the 'Segment Item' table, do the following:
- Code. Type over the existing entry with a unique alphanumeric code for the segment item. Then press the TAB key to move system focus to the 'Description' field. For example, enter: Stage
Important
If the custom segment item is being used on a project's budget code, you will NOT be able to change its 'Code' value. - Description. Type of the existing entry with an updated description of the segment item. Then press the TAB key to save the new segment item to the list. A GREEN 'Success' banner appears to confirm that the update was saved. For example, enter: Stage 1, Stage 2 or Stage 3
- Code. Type over the existing entry with a unique alphanumeric code for the segment item. Then press the TAB key to move system focus to the 'Description' field. For example, enter: Stage
- Repeat the steps above to change other segment items as needed.