What project information is synced between Workforce Planning and Procore Projects?

  

Background

Projects can be created in either Procore Projects or Workforce Planning, but your company must choose one as your system of record. Your system of record can then sync project data so that some information is available in both Procore Projects and the Workforce Planning tool. 

If Workforce Planning is your system of record, information updated in the Project List syncs immediately to the Portfolio tool. If the Portfolio tool is your system of record, data updated in the Portfolio tool currently syncs once every hour to the Project List in Workforce Planning.

Answer

Data syncs are one-directional:

Fields not listed below are not synced between Procore Projects and Workforce Planning.

Workforce Planning Procore
Name Name
Project Number Project Number
Status Active/Inactive
Start Date Start Date
Planned End Date/Est. End Date Completion Date
Address Address
City/Town City
Postal Code ZIP
Timezone Timezone

See Also