Import Segment Items into your Project Level Admin Tool (Procore Imports)
Objective
To import custom WBS segment items into your Project's Admin tool with Procore Imports.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the projects's Admin tool.
Note: Granular Permissions are not supported in the Procore Imports application.
- 'Admin' level permissions on the projects's Admin tool.
- Requirements:
- Procore Imports app v 1.4.0 or newer. See Install Procore Imports.
- Limitations:
- The import process cannot be used to edit or delete any existing segment items.
- Important! ERP integrated cost codes are not supported in Procore Imports. See Configure Cost Code Preferences for ERP Integrations.
Prerequisites
- You must add segments to the project's budget code structure before you can import segment items to those segments.
- Next, complete these steps:
Steps
- In your Procore Imports App, on the 'Companies & Projects' page, select the company you want to import segment items into.
- Select the Project you are importing segment items into.
- Click Continue.
- Under the 'WBS Segments' section, click Add New Segment Items.
- Under 'Select Budget Code Segment', Select which segment you want to add items into.
- Click Next.
- Choose from the following options:
- Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your segment items. See Prepare Segment Items for Import to the Procore Imports App.
- Skip this step: Select this option to upload a completed XLSX file of your cost codes to Procore.
- Choose Select Template File to upload an XLSX file of segment items from your local device.
- Click Process.
- Review your segment items.
- Choose from the following options:
- Save records to computer: Select this option to save your records as a CSV and return to complete the import process at another time.
- Import to Procore: Select this option to proceed with the import process.
- Confirm your decision to import your segment items list by typing your company's name in the text field and clicking Proceed.
Note
- If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.
- Click Finish.