US 11,681,961 B2
Flexible work breakdown structure
Connor McCormick, Santa Barbara, CA (US); Adam Wells, Santa Barbara, CA (US); Magnus Palm, Carpinteria, CA (US); Mike Le, Goleta, CA (US); James Solum, Solvang, CA (US); Danielle Sandoval, Santa Barbara, CA (US); and Brian Field, Santa Barbara, CA (US)
Assigned to Procore Technologies, Inc., Carpinteria, CA (US)
Filed by Procore Technologies, Inc., Carpinteria, CA (US)
Filed on Sep. 13, 2021, as Appl. No. 17/472,963.
Application 17/472,963 is a continuation of application No. 16/395,016, filed on Apr. 25, 2019, granted, now 11,120,376.
Prior Publication US 2021/0406794 A1, Dec. 30, 2021
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 10/00 (2023.01); G06Q 10/0631 (2023.01); G06Q 50/08 (2012.01)
CPC G06Q 10/06313 (2013.01) [G06Q 50/08 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A computing system comprising:
a network interface;
at least one processor;
a non-transitory computer-readable medium; and
program instructions stored on the non-transitory computer-readable medium that are executable by the at least one processor such that the computing system is configured to:
receive, from a first client station associated with a first user, a request to create, for a construction project, a project-level Work Breakdown Structure (“WBS”) that comprises a set of WBS codes and corresponding WBS variables for use in breaking down work;
based on data defining an organization-level WBS that includes access permissions, determine that the first user is (i) authorized to create the project-level WBS, (ii) authorized to customize only a given subset of WBS variables, and (iii) restricted from customizing any other WBS variables;
based on the determination that that the first user is authorized to create the project-level WBS and customize the given subset of WBS variables:
generate an initial project-level WBS for the construction project that defines (i) an initial project-level template for the set of WBS codes that includes a customized sequence of two or more WBS variables that are concatenated together and (ii) an initial respective, project-level set of possible values for each WBS variable; and
automatically enable the first user to input data defining the project-level WBS by causing the first client station to present a first set of graphical user interface (“GUI”) views for inputting the data defining the project-level WBS, wherein:
the data defining the project-level WBS comprises (i) at least one modification to the initial project-level WBS and (ii) a respective second set of access permissions for each WBS variable in the given subset of WBS variables; and
the at least one modification comprises (i) a modification to the customized sequence of two or more WBS variables that are concatenated together or (ii) a modification to the initial respective, project-level set of possible values for a WBS variable specified in the initial project-level template, wherein the WBS variable specified in the initial project-level template is within the given subset of WBS variables that the first user is authorized to customize;
receive, from the first client station, the data defining the project-level WBS;
after receiving the data defining the project-level WBS, automatically impose restrictions on editing of the data defining the project-level WBS;
receive, from a second client station associated with a second user, a request to use the project-level WBS to manage one or more aspects of the construction project;
based on the respective second set of access permissions, determine that the second user is (i) authorized to use the project-level WBS to manage one or more aspects of the construction project and (ii) restricted from customizing any WBS variables; and
automatically enable the second user to use the project-level WBS to manage the one or more aspects of the construction project by causing the second client station to present a second set of GUI views for using the set of WBS codes in the project-level WBS to manage the one or more aspects of the construction project while restricting the second user from customizing any WBS variables in the project-level WBS.