Skip to main content
Procore Support (en-au)

Add or Edit Custom Fields for Projects in Workforce Planning

Objective

To add or edit custom fields for projects in Workforce Planning.

Background

Workforce Planning gives you the ability to add custom fields to projects. Custom fields allow you to capture additional information about your projects.

Things to Consider

  • Required User Permissions:
  • Additional Information
    • If data syncs are enabled:
      • Custom Fields do not sync to Procore Projects.

Prerequisites

 Note

Projects can be created and managed in either Procore or Workforce Planning, but your company must choose one as the system of record. Your Procore point of contact guides your company through this decision based on your setup. 

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Locate the project. Then click the project name.
  4. Locate the 'Info' section and click Edit.
  5. Locate the custom field.
    Note: Custom fields created for projects will appear at the bottom of the 'Info' section.
  6. Add or edit the information for the custom field.
  7. Click Save.