Resource Tracking And Unit Quantity Based Budget Setup Guide

Navigate to the Company level Admin tool.

Click Work Breakdown Structure.

Click the Configure Settings icon.

Configure one or more of the following settings:

• Sub Jobs. Make sub jobs an option on any projects within your Company.

   Note

  Once sub jobs are in use on at least one project's budget code structure, this setting cannot be turned off.

• Budget Code Structure Edits at Project Level. This setting allows users to change the order of segments in the budget code structure at the Project level.

• Custom Budget Code Descriptions. This setting allows users to create custom budget code descriptions for all projects within your company.

   Note

  Once this setting is enabled at the Company level, the budget code descriptions setting must be enabled on an individual project's Work Breakdown Structure configuration settings.

• Copy Over WBS Sub Job and Cost Code Details When Project Templates Are Used. When this setting is ON and you create a new project from a template, it will inherit both the company-level standard cost codes and any custom cost codes added specifically to that project template. It will also inherit sub-jobs (if enabled). To learn more, see How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project? Note: Yardi Voyager® and MRI Platform X® users creating a Procore project with this setting enabled must ensure that all cost codes in the project template also exist in the corresponding ERP project (Yardi Voyager® or MRI Platform X®) before applying the template to the Procore project. See Things to know about the Project Financials + Yardi Voyager® Connector or Things to Know about the Project Financials + MRI Platform X® Connector.

• Prevent a project team from updating a Budget Code's assigned UoM. Mark this checkbox to restrict users from editing a Unit of Measure (UOM) on budget codes and financial line items.

  • When enabled, this setting restricts UOM editing based on where the UOM was assigned:

    • Assigned to Cost Type: The UOM is locked and read-only when creating budget codes using that cost type or when applying any budget code with that cost type to line items in financial tools across projects. See Assign a Unit of Measure to a Company Cost Type.

    • Assigned to Budget Code: The UOM is locked and read-only when applying that budget code to line items in financial tools within a project. See Assign a Unit of Measure to a Budget Code.
      

      Note

      Enabling this setting will only affect newly created or newly applied financial line items. It does not retroactively change the UOM for existing line items.

  • When this setting is disabled, UOMs still automatically populate on budget codes and financial line items based on assigned cost types or budget codes, but users can edit them.
    

    Note

    You can override this setting for individual projects by using the project-level setting Override company's policy for UOM editing by a project team member in the Project level Admin tool. See Configure Work Breakdown Structure Project Settings.

Click Save.

If you enable the Prevent a project team from updating a Budget Code's assigned UoM setting, a confirmation modal will appear.

1. Click Enable.