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Edit Project Details in Workforce Planning

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Objective

To edit project details in Workforce Planning.

Background

Workforce Planning gives you the ability to create and edit projects so that you can manage your workforce for those initiatives.

 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. 

This article is for customers who have Workforce Planning as their system of record for project creation and management.

Things to Consider

Prerequisites

Steps

Edit Project Details Inline

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the field that you want to edit.
  4. Edit the information.
  5. Click out of the field to save the information.

Bulk Edit Projects

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Mark the checkboxes for the projects you want to edit.
  4. Click the edit icon-edit2.png icon.
  5. Edit the information.
  6. Click Save.

Edit Project Information from Project Details

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name.
  4. On the Overview tab, locate the 'Information' section and click Edit.
  5. Edit the information.
  6. Click Save.