File > Options > General Options > Accounting Integration tab
When the ProContractor option is selected, the options displayed allow you to configure your ProContractor integration.
Configure your mapping in the WBS Structure section:
ProContractor allows users to store up to 20 different codes of breakouts, all of which can be customized. The selections here are for you to set up which of the codes in Estimation will be exported to those 20 codes in ProContractor.
Therefore, in the screen shot above, we can map our Levels 1- 3 to WBS 1-3, and include subtotal and phase in WBS 4-5. However, depending on your process, you may, for example, only want to send out Level 1, Subtotal, and Phase, and place them in WBS 18-20.
The Length column may be used to split one Level into multiple WBS codes. If you select the same Source (i.e. Level 1) in multiple rows, then the Length fields will be active. This allows you to specify how much of each ID belongs to each level.
As an example:
It is a common practice to combine Division and Activity into one level, leaving you with records such as:
# ID Description
1 1000 General Conditions
2 1010 Permits, Fees, etc.
3 1020 Excavation
4 1500 Rough In
5 1510 Feeders
6 1520 Conduit
7 1530 Wire pulling
This is setting up a tree structure, where the first two digits specify the Division (General Conditions-10 or Rough In-15), and the last two digits specify the activity (Excavation-20 or Feeders-10, etc). By setting the length of the first Level 1 to two digits, the program will correctly parse the records and split the assigned level into its parent and child sections. (So, if the item has 1520 assigned to it, when sent to ProContractor, it will populate one WBS code with 15 – Rough In, and the second one with 1520 – Conduit)