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Edit Project Details in Workforce Planning

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Objective

To edit project details in Workforce Planning.

Background

Workforce Planning gives you the ability to create and edit projects so that you can manage your workforce for those initiatives.

 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 account team 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:
  • 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.
      • Projects edited in Procore are NOT synced to Workforce Planning as your company has chosen to manage projects in Workforce Planning as the system of record.
      • Only some information synced between Workforce Planning and Procore Projects. See What project information is synced between Workforce Planning and Procore Projects?

Prerequisites

Steps

You can edit project information in two (2) places:

Edit Project Information from the Project List

You can edit information directly on the Project List by making inline edits.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Right click OR double click the information in the row and column that you want to edit.
    Note: Fields that are editable inline have an orange border. If there is a black border, you cannot edit the field inline, but can from the Project Details.
    clipboard_e40378a2f0b3b64b1af094eed9f3525af.png
  4. Add or edit the information.
  5. Click Save.

Edit Project Information from Project Details

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Locate the project to modify. Then click the project name.
  4. Locate the 'Info' section and click Edit.
  5. Update the project information: 
    Note: Fields marked with an asterisk (*) are required.
    Note: Any Custom Fields that have been created appear in this section. See Configure Custom Fields for Workforce Planning.
    1. Project Name*. Enter the project's name.
    2. Groups*. Select the project's groups.
    3. Timezone. Select the project's timezone.
    4. Status*. Enter the project's 'Status' by selecting Active, Pending or Inactive.
    5. Project Number. Enter the project's project number.
    6. Address. Enter the project's street address.
    7. Address 2. Enter the project's street address, continued.
    8. City/Town. Enter the project's city or town.
    9. State/Province. Enter the project's state or province.
    10. Postcode. Enter the project's postcode.
    11. Country. Enter the project's country.
    12. Start Date. Enter the project's start date.
    13. Est. End Date. Enter the project's estimated end date.
    14. Daily Start Time*. Enter the project's daily start time.
    15. Daily End Time*. Enter the project's daily end time.
    16. Estimated Average Rate. Enter the project's average rate per hour, also referred to as the 'Tender Rate'.
    17. Percent Complete. Enter the percent that the project is complete.
    18. Customer. Enter the customer for whom the project is for.
    19. Project Type. enter the type of project.
    20. Project Colour. Select the project's colour.
  6. Click Save.