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Procore

Create Project Categories for Workforce Planning

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Objective

To create project categories in Workforce Planning.

Background

Project categories help to better organise and manage your projects and workforce. Some commonly used categories are:

  • Phases
  • Areas
  • Roles/Job Titles
  • Scope of Work
  • Floors

Things to Consider

  • Required User Permissions:
  • Additional Information
    • Categories are specific to individual projects and must be created within each project.
    • If data syncs are enabled:
      • Categories in Workforce Planning do not currently sync with Locations or Work Breakdown Structure in Procore.

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the name of your Project.
  4. Locate the 'Categories' section and click New.
  5. Enter the Category Name.
  6. Optional: If creating a subcategory, follow these steps:
    1. Click Add Subcategory.
    2. Enter the Subcategory Name.
    3. Click Save.
  7. Click Save.