Configure Sensitive Fields for Workforce Planning

Objective

To configure sensitive fields for Workforce Planning.

Background

When adding people or projects to Workforce Planning, you can create custom fields and add information about the people or projects to keep track of. Some information you may not want available to all users. Sensitive fields allow you to hide certain fields, showing them only to people whose permission level allows them to see sensitive fields. See Create Permissions Templates for Workforce Planning. 

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'Edit Permission Settings' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Additional Information
  • Some default fields that can be set as sensitive fields. See What is a 'sensitive field' in Workforce Planning?
  • Any custom fields created for people and projects can be set as sensitive fields. See Configure Custom Fields for Workforce Planning.

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click the Configure Settings  icon.
3. Click Permissions.
4. Locate the 'Sensitive Fields' section.
5. Under 'People Fields', mark the checkboxes for the sensitive fields relating to people.
6. Under 'Project Fields', mark the checkboxes for the sensitive fields relating to projects.
7. Click Save.

See Also

• What is a 'sensitive field' in Workforce Planning?