Bulk Edit Projects in Workforce Planning

Last updated
Save as PDF

Objective

To bulk edit project in Workforce Planning.

Background

You can edit projects in Workforce Planning. Sometimes, multiple projects may need the same updates. In these cases, you can bulk edit projects to change details about multiple projects at once.

Note

Projects can be created in either Procore or Workforce Planning, but your company must choose one as your system of record. Your Procore point of contact guides your company through this decision based on your setup.

This article is for customers who have Workforce Planning as their system of record for project creation and management.

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.
Additional Information:
- If data syncs are enabled:
  - Projects edited in Workforce Planning are synced and available in Procore to be used with other Procore tools.
  - Only some information synced between Workforce Planning and Procore Projects. See What project information is synced between Workforce Planning and Procore Projects?

Prerequisites

Create Projects in Workforce Planning

Steps

Navigate to the Company level Workforce Planning tool.
Click Projects and select Project List.
Mark the tickboxes of the projects you wish to edit.
Click Batch Actions and select Batch Edit.
Select the field you want to edit for all the projects you selected:
- Address. Enter the projects' street address.
- Address 2. Enter the projects' street address, continued.
- Tender Rate. Enter the projects' average rate per hour, also referred to as the 'Estimated Average Rate'.
- City. Enter the projects' city or town.
- Colour. Select the projects' colour.
- Country. Enter the projects' country.
- Customer. Enter the customer for whom the projects are for.
- End Time. Enter the projects' daily end time.
- Est. End Date. Enter the projects' estimated end date.
- Groups. Select the projects' groups.
- Name. Enter the projects' name.
- Percent Complete. Enter the percent that the projects are complete.
- Postal. Enter the projects' postcode.
- Project #. Enter the projects' project number.
- Project Type. Enter the type of project.
- Roles. Select the Job Title and add the Person assigned to that job title for the projects. See Configure Job Titles in Workforce Planning.
- Start Date. Enter the projects' start date.
- Start Time. Enter the projects' daily start time.
- State. Enter the projects' state or province.
- Status. Enter the projects' 'Status' by selecting Active, Pending or Inactive.
- Tags. Select the projects' tags. See Configure Tags for Workforce Planning.
- Timezone. Select the projects' timezone.
Click Save to save.
OR
Click Clear to clear.
OR
Click Cancel to cancel.