What people information is synced between Workforce Planning and the Procore Company Directory?
Background
For projects using Workforce Planning you can manage your workforce using the People List in Workforce Planning.
You have three options when creating people in Workforce Planning: 'User', 'Assignable', or 'Both'. Data syncs can be enabled between the Workforce Planning People List and the Procore Company Directory so that people added in Workforce Planning are also added to the Company level Directory.
Answer
If using Workforce Planning, all people must be managed using the People List in the Workforce Planning tool. If data syncs are enabled, the following information is synced from the People List to the Procore Company Directory:
| Workforce Planning | Procore |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Employee ID | Employee ID |
| Mobile Phone | Mobile Phone |
| Email Address | Email Address |
| Job Title | Job Title |
| Status | Active? |
Fields in Workforce Planning with no direct mapping, like Groups and Custom Fields, do not sync to the Company Directory but are available in Workforce Planning.
See Also