What project information is synced between Workforce Planning and Procore Projects?
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Background
Projects can be created in either Procore Projects or Workforce Planning, but your company must choose one as your system of record. Your system of record can then sync project data so that some information is available in both Procore Projects and the Workforce Planning tool.
If Workforce Planning is your system of record, information updated in the Project List syncs immediately to the Portfolio tool. If the Portfolio tool is your system of record, data updated in the Portfolio tool currently syncs once every hour to the Project List in Workforce Planning.
Answer
Data syncs are one-directional:
- If you choose Procore as your system of record (recommended), the below information will be synced to your projects in the Workforce Planning tool.
- Note: Projects created in Procore are added to all groups in Workforce Planning.
- If you choose Workforce Planning as your system of record, the following information will be synced to Procore Projects.
- Note: If you have one project template, the template is applied when the project is synced to Procore. If you have more than one project template, no template is applied.
Fields not listed below are not synced between Procore Projects and Workforce Planning.
| Workforce Planning | Procore |
|---|---|
| Name | Name |
| Project Number | Project Number |
| Status | Active/Inactive |
| Start Date | Start Date |
| Planned End Date/Est. End Date | Completion Date |
| Address | Address |
| City/Town | City |
| Postal Code | Postal Code |
| Timezone | Timezone |