背景
In Procore, a sub job allows you to compartmentalize 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.
创建子作业后,你可以在分项价格表 (SOV) 中为子作业的变更通知单发布特定明细项。
需要考虑的事项
-
Required User Permissions:
- 'Admin' level permissions on the Project level Admin tool.
OR
- 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage Segment Items' granular permission enabled on your permissions template.
Note: Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. To learn more, see the "Notes" in Admin: Manage WBS Codes.
- 其他信息:
- 将“子工作”添加到项目也会将其添加到公司级别的“细分”列表中。“子作业”细分计为十三 (13) 个可用细分中的一 (1) 个。
- 限制:
- For customers using the Company level ERP Integrations tool
The default segments in WBS are compatible with Procore's ERP Integrations tool. However, some integrations do NOT yet support custom segments. To learn more, see Things to Know about your ERP Integration.
- 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.
步骤
- 导航到项目的管理员工具。
- 在“项目设置”下,点击工作分解结构链接。
- 在“细分”表中,点击子作业链接。
- 从以下选项中选择:
- 如果你是第一次创建子作业,请点击添加细分项目按钮。
或者
- 如果要将子作业添加到现有列表,请点击添加项按钮。
- 输入以下信息:
- 编号。输入子作业的字母数字编号。
- 描述。输入新子作业的描述。
- 点击明细行以外的任意位置以保存。
Procore 以绿色文本显示工作“已保存”。
重要提示
如下图所示,将“子作业”段添加到项目后,它会自动添加到公司级管理工具中的“细分”表中,旁边显示一个工具提示。将“子作业”添加到项目视为使用公司十三 (13) 个可用细分中的一 (1) 个。
