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Procore

Add or Remove Requests from Categories

 In Beta
This feature is in beta and available for customers using the Workforce Planning tool.

Objective

To add or remove requests from categories in Workforce Planning.

Background

You can add your requests to project categories to organize your work on the New Assignments Gantt.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select New Gantt (Beta).
  3. On the grid side of the page, locate the request.
  4. Take one of the following actions:
    • To add it to a category, click and hold the request. Move the request to hover over the category, or location in the category using a drag-and-drop operation.
    • To remove it from a category, click and hold the request. Move the request to hover over the project name using a drag-and-drop operation.