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Configure Custom Fields for Workforce Planning

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Objective

To configure custom fields for Workforce Planning.

Background

Custom fields allow you to capture additional information for projects, people, assignments and requests within your company. You can filter on these fields when you mark the 'Enable Use as Filter' checkbox.

Example

Common custom fields for projects include:

  • Job Stage
  • Division
  • Project Manager
  • Gate Code

Common custom fields for people include:

  • Shirt or Glove Size
  • Ability to Travel
  • Truck or Tablet number

Common custom fields for requests include:

  • Apprentice Level
  • Meeting Location
  • Parking Location
  • Materials to Bring

Common custom fields for assignments include:

  • Apprentice Level
  • Specialty Area
  • Meeting Location
  • Parking Location

Things to Consider

  • Required User Permissions:
  • Additional Information
    • In Workforce Planning, custom fields are not updated in Procore's Company Directory or the Project level Admin tool.
    • Depending on the custom field, values for custom fields are added in 'People Info', 'Project Info', 'Assignment Details', or 'Request Details'.
    • Certain custom field 'Field Types' can be filtered on the 'People List,' 'Project List,' 'Assignments List,' 'Assignments Boards', 'Assignments Gantt', and 'Request List'.
    • To filter on a custom field, the Enable Use as Filter checkbox must be marked.
    • Custom field for Projects and People can be labeled as 'sensitive' and only shown to people with permission to see sensitive fields. See Configure Sensitive Fields for Workforce Planning

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Custom Fields.
  4. Click New.
  5. Configure your custom field with the following properties:
    Note: An asterisks (*) indicates a required field.
    1. Field Name*. Enter the name of the custom field.
    2. Field Type*. Enter the type of field you are configuring.
      Note: A dagger (†) indicates that you can also filter data by this field on the 'People List,' 'Project List,' 'Assignment List,' and 'Request List'.
      • Text †: Enter words or a short phrase as a value for the custom field.
      • Number †: Enter numbers as a value for the custom field.
      • Drop Down †: Create a single-select list to enter the value for the custom field.
        • Drop Down Options Sort. Choose whether you want to sort the drop-down menu by Alphanumeric or the Order Listed in your Field Options.
        • Field Options. Enter the options for the Drop Down menu.
      • Multi-Select Drop Down †:  Create a single-select list to enter the value for the custom field.
        • Drop Down Options Sort. Choose whether you want to sort the multi-select drop-down menu by Alphanumeric or the Order Listed in your Field Options.
        • Field Options. Enter the options for the Multi-Select Drop Down menu.
      • Date †: Select a date as a value for the custom field.
      • Checkbox †: Mark a checkbox as a value for the custom field.
      • Color: Add a distinguishing color as a value for the custom field.
      • Paragraph Text: Enter a large set of words as a value for the custom field.
        Note: Paragraph Text is not available to use as a column on the Project List or People List.
      • Currency †: Enter a currency amount as a value for the custom field.
    3. Enable Use as Filter. For filterable custom fields with Field Types, mark the checkbox to make the custom field a filter on the relevant 'People List,' 'Project List,' 'Assignment List,' and 'Request List'.
    4. Integration Property Name. Reflects the name of the property the integrating system can map to.
    5. Integration Editable Only. Mark this checkbox if the field can only be edited in the system of origin.
    6. Make Available To*. Mark the checkboxes for where the custom field will be added. You can add custom fields to Projects, People, Assignments, and Requests.
    7. Field Description. Enter a description of the custom field.
  6. Click Save.