Enable Sub Jobs for Projects
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 In Procore, the term integrated ERP System, is used to refer to Enterprise Resource Planning (ERP) software applications that can be configured to exchange data between Procore and a supported application using the Company level ERP Integrations tool. See Which ERP integrations are supported by Procore?
Things to Consider
Required User Permissions:
'Admin' level permissions on the Company level Admin tool.
Additional Information:
To learn more about Sub Jobs, see: What's the difference between a job, a parent job, and a sub job?
Limitations:
For customers using the Company level ERP Integrations tool
The default segments in WBS are compatible with Procore's tool. However, some integrations do NOT yet support 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.
Steps
Navigate to the Company level Admin tool.
Under 'Company Settings', click Work Breakdown Structure.
Click the Configure Settings
icon.Check the box under Sub Jobs.
Click Save.