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Configure Custom Fields for Resource Planning

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 a new admin settings experience is available
Company Administrators can enable the Resource Planning: NGX Helix - Admin beta in Procore Explore. (US 2 | UK)

Background

Custom fields are generally used to segment people, projects, assignments and requests within the groups you created. Custom fields can be visible to all users or made 'sensitive' and only shown to users with specific access. You can enable filtering for a custom field so that you can see the segments across the tool and save your view for easy access. See Create Saved Views in Resource Planning.

Things to Consider

  • Required User Permissions

  • Custom fields applied in Resource Planning are not updated in Procore's Company Directory or the Project level Admin tool.

  • Only certain 'field types' can be filtered.

  • To filter on a custom field, the Enable Use as Filter checkbox must be marked.

  • Custom fields for Projects and People can be labelled as 'sensitive' and only shown to people with permission to see sensitive fields. See Configure Sensitive Fields for Resource Planning.

  • The following fields can be used as filters on the People, Project, Request, and Assignments Lists: Date, Checkbox, Currency, Drop Down, Multi-Select Drop Down, Number, and Text.

 Tip

Choose the 'field type' for a custom field according to how you need to standardize information.

  • Use a drop-down if you only want them to select a single option.

  • Choose a tickbox for 'Yes' and 'No' answers.

  • Only choose 'text' if you do not want to filter by that field or see a standardized response.

Example

Here are common custom fields in Resource Planning:

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Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Click Custom Fields.

  4. Click New or Add Custom Field.

  5. Configure your custom field with the following properties:

    • Field Name. Enter the name of the custom field.

    • Field Type. Enter the type of field you are configuring.

      Show/Hide

      • Text: Enter words or a short phrase as a value for the custom field.

      • Number: Enter numbers as a value for the custom field.

      • Drop Down: Create a single-select list to enter the value for the custom field.

        • Drop Down Options Sort. Choose whether you want to sort the drop-down menu by Alphanumeric or the Order Listed in your Field Options.

        • Field Options. Enter the options for the Drop Down menu.

      • Multi-Select Drop Down: Create a single-select list to enter the value for the custom field.

        • Drop Down Options Sort. Choose whether you want to sort the multi-select drop-down menu by Alphanumeric or the Order Listed in your Field Options.

        • Field Options. Enter the options for the Multi-Select Drop Down menu.

      • Date: Select a date as a value for the custom field.

      • Checkbox: Mark a checkbox as a value for the custom field.

      • Color: Add a distinguishing color as a value for the custom field.

      • Paragraph Text: Enter a large set of words as a value for the custom field.
        Note: Paragraph Text is not available to use as a column on the Project List or People List.

      • Currency: Enter a currency amount as a value for the custom field.

    • Enable Use as Filter. Mark the tickbox to make the custom field a filter.

    • Integration Property Name (Legacy Only). Reflects the name of the property the integrating system can map to.

    • Integration Editable Only. Mark this tickbox if the field can only be edited in the system of origin.

    • Make Available To. Mark the tickboxes for where the custom field will be added. You can add custom fields to Projects, People, Assignments and Requests.

    • Field Description. Enter a description of the custom field.

  6. Click Save.