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Procore Support (en-au)

Edit a Sub Job in a Procore Project

Objective

To edit a sub job to a Procore project using the project's Admin tool. 

Background

In Procore, a sub job allows you to compartmentalise 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.

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

Things to Consider​

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
    • A person with the required user permission must submit a request to your Procore point of contact to enable the Sub Jobs option in Procore.
    • Before you can add a sub job to a project, a standard cost code list must be added at the company level (see Add and Edit 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.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

    QuickBooks®:

    • Sub jobs are NOT supported.

    Sage 100 Contractor®

    Sage 300 CRE®

    Viewpoint® Spectrum®

    • Sub jobs are NOT supported. 

    Integration by Ryvit:

    • Sub jobs are NOT supported.

    Yardi Voyager®

    • Sub jobs are NOT supported. 

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    • Sub jobs are NOT supported. 
    For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

    MYOB Advanced Construction

    • To configure the ERP Integrations tool for MYOB Advanced Construction. See MYOB Advanced Construction: Setup Guide.
    • To enable sub jobs, see Enable Sub Jobs for MYOB Advanced Construction.
    • Alternatively, you can create an 'Project Task' in MYOB Advanced Construction and then import it into Procore, see Import a ERP Sub Job to a Procore Project.
    • If you are exporting a Sub Job from Procore to MYOB Advanced Construction, a code is required prior to export. Once the Sub Job has been synced with MYOB Advanced Construction, a code can no longer be applied, preventing the Sub Job from being used in the Prime Contract Schedule of Values.

Demo

edit-sub-job.gif

Steps

  1. Navigate to the project's Admin tool.
  2. Click on Sub Jobs.
    Notes:
    • If the Sub Jobs link is not visible or available, the Sub Jobs option has NOT been enabled on your company's Procore account. Your company's Procore Administrator must request to enable this feature on your account.
    • Before you can add a sub job to a project, a standard cost code list must be added at the company level. See Add and Edit 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.
    • If your company has enabled the ERP Integrations tool, you cannot create a sub job in Procore. You must create the sub job in your integrated ERP system and then import them. See Which integrated ERP systems support the 'Sub Job' concept? 
  3. Click on the Sub Job name.
  4. Type the updated Sub Job name. 
    Note: The system automatically saves your update when you click out of the field.

See Also