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What is a 'sensitive field' in Workforce Planning?

Background

With Workforce Planning, you can create custom fields add information about the people or projects to keep track of. You may not want to make some information available to all users. A sensitive field is hidden and only visible to users assigned a specific permission level.

Answer

Who can see sensitive fields?

Sensitive fields can only be seen by people with permission to them in their Workforce Planning permissions template: 

  • To view sensitive fields about people, users need the 'View People Sensitive Fields' granular permission in the Workforce Planning tool.
  • To view sensitive fields about projects, users need the 'View Project Sensitive Fields' granular permission in the Workforce Planning tool.

See Create Permissions Templates for Workforce Planning.

Which fields can be configured as sensitive?

Any custom fields that you create for people or projects can be set as sensitive fields. See Configure Custom Fields for Workforce Planning.

Additionally, the following are standard fields that can be set as sensitive for people or projects:

People Fields Project Fields
Gender Address 1
Email Address 2
Phone City/Town
Address 1 State/Province
Address 2 postcode
City/Town Country
State/Province Percent Complete
Country Customer
Date of Hire Project Type
Date of Birth Job Stage
Emergency Contact Name  
Emergency Contact Email  
Emergency Contact Phone  
Emergency Contact Relation  

How do I configure Sensitive Fields?

First, configure any custom fields you want to mark as sensitive. If you want to create a sensitive field with the standard fields, skip this step.

  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. S
      Notes: 
      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.
      • Colour: Add a distinguishing colour 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.

 

Next, configure Sensitive Fields.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png 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.

 

Lastly, to update who can see sensitive fields, you may need to update your permissions templates. To update your permissions templates in Workforce Planning, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions.
  4. Locate the permissions template that you want to edit and click Edit.
  5. Update the Name of the permissions template.
  6. Mark the checkbox for each granular permission you want to enable or disable on the permissions template:
    • View People Sensitive Fields. Grants users the privilege to view a person's sensitive fields.
    • View Project Sensitive Fields. Grants users the privilege to view a project's sensitive fields.
  7. Click Save.