Add or Edit Custom Fields for Projects in Workforce Planning
Objective
To add or edit custom fields for projects in Workforce Planning.
Background
Workforce Planning gives you the ability to add custom fields to projects. Custom fields allow you to capture additional information about your projects.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' permissions or higher on the Workforce Planning tool with the 'Edit Project Details' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information
- If data syncs are enabled:
- Custom Fields do not sync to Procore Projects.
- If data syncs are enabled:
Prerequisites
Note
Projects can be created and managed in either Procore or Workforce Planning, but your company must choose one as the system of record. Your Procore point of contact guides your company through this decision based on your setup.
- Depending on your system of record:
- Configure Groups for Workforce Planning
Steps
- Navigate to the Company level Workforce Planning tool.
- Click Projects and select Project List.
- Locate the project. Then click the project name.
- Locate the 'Info' section and click Edit.
- Locate the custom field.
Note: Custom fields created for projects will appear at the bottom of the 'Info' section. - Add or edit the information for the custom field.
- Click Save.