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Procore

Configure Sensitive Fields for Workforce Planning

Objective

To configure sensitive fields for Workforce Planning.

Background

When adding people or projects to Workforce Planning, you can create custom fields and add information about the people or projects to keep track of. Some information you may not want available to all users. Sensitive fields allow you to hide certain fields, showing them only to people whose permission level allows them to see sensitive fields. See Create Permissions Templates for Workforce Planning

Things to Consider

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 '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.