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Configure Custom Fields for Workforce Planning

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Objective

To configure custom fields for Workforce Planning.

Background

C“Custom fields are generally used to segment people, projects, assignments and requests within the groups you created. Custom fields can be visible to all users or made 'sensitive' and only shown to users with specific access. You can enable filtering for a custom field so that you can see the segments across the tool and save your view for easy access. See Create Saved Views in Workforce Planning.

Things to Consider

  • Required User Permissions
  • Custom fields applied in Workforce Planning are not updated in Procore's Company Directory or the Project level Admin tool.
  • Depending on the custom field, values for custom fields are added in 'People Info', 'Project Info', 'Assignment Details' or 'Request Details'.
  • Only certain 'field types' can be filtered.
  • To filter on a custom field, the Enable Use as Filter checkbox must be marked.
 Tip
  • Custom fields are generally used to segment people, projects, assignments, and requests within the groups you created. You can filter People, Projects, Assignments, and Requests by most custom fields and save your view to easily access the same information in the future.
    • Examples: View projects by stage, view people who are available to travel, or view people by a certain skill set.
  • Custom fields for Projects and People can be labelled as 'sensitive' and only shown to people with permission to see sensitive fields. See Configure Sensitive Fields for Workforce Planning
  • Choose the 'field type' for a custom field according to how you need to standardise information.
    • Use a drop-down if you only want them to select a single option.
    • Choose a checkbox for 'Yes' and 'No' answers.
    • Only choose 'text' if you do not want to filter by that field or see a standardised response.
Example

Common custom fields for projects include:

  • Job Stage (drop-down)
  • Division (drop-down)
  • Project Manager (multi-select drop-down)
  • Gate Code (number)

Common custom fields for people include:

  • Shirt or Glove Size (drop-down)
  • Ability to Travel (checkbox)
  • Truck or Tablet number (number)
  • Job Skill (multi-select drop-down)

Common custom fields for requests include:

  • Apprentice Level (drop-down)
  • Meeting Location (text or drop-down)
  • Parking Location (text or drop-down)
  • Materials to Bring (multi-select drop-down)

Common custom fields for assignments include:

  • Apprentice Level (drop-down)
  • Specialty Area (multi-select drop-down)
  • Meeting Location (text or drop-down)
  • Parking Location (text or drop-down)

Steps

  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.