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Add or Edit Tags for Projects in Workforce Planning


To add or edit tags for projects in Workforce Planning.


Workforce Planning gives you the ability to add tags to projects in Workforce Planning. Tags can be filtered to help you organise and quickly find projects. You can also attach documents to tags.

Things to Consider

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



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 account team guides your company through this decision based on your setup. 


  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Locate the project to modify. Then click the project name.
  4. Locate the 'Tags' section and click New.
  5. From the dropdown menu, select the desired tag and click Save.
  6. Optional: Upload any files related to the tag.
  7. Click Done.