Add or Edit Tags for Projects in Workforce Planning
Objective
To add or edit tags for projects in Workforce Planning.
Background
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:
- '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' permissions or higher on the Workforce Planning tool with the 'Edit Project Tags' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- '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.
- Additional Information
- If data syncs are enabled:
- Tags do not sync to Procore Projects.
- If data syncs are enabled:
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 account team guides your company through this decision based on your setup.
- Depending on your system of record:
- Configure Tags for Workforce Planning
Steps
- Navigate to the Company level Workforce Planning tool.
- Click Projects and select Project List.
- Locate the project to modify. Then click the project name.
- Locate the 'Tags' section and click New.
- From the dropdown menu, select the desired tag and click Save.
- Optional: Upload any files related to the tag.
- Click Done.