Create Project Categories for Workforce Planning
Important
This functionality is not currently available. Soon, you will again be able to create categories as a part of the new Gantt experience.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:
- '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 Categories' granular permissions 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
- 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
- Navigate to the Company level Workforce Planning tool.
- Click Projects and select Project List.
- Click the name of your Project.
- Locate the 'Categories' section and click New.
- Enter the Category Name.
- Optional: If creating a subcategory, follow these steps:
- Click Add Subcategory.
- Enter the Subcategory Name.
- Click Save.
- Click Save.