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Procore

Create and Manage Project Categories for Resource Planning

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 In Beta
This feature is in beta and available for customers using the Resource Planning tool.

Objective

To create project and manage project categories and subcategories in Resource Planning.

Background

Project categories and subcategories to help to better organize and manage your projects and resource. Some commonly used categories are:

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

Things to Consider

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

Steps

Add Categories and Subcategories

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. Next to the project name, click the vertical ellipsis icon-ellipsis-vertical.png and select Add Category.
  4. To add a subcategory, click the vertical ellipsis icon-ellipsis-vertical.png next to the category, and select Add Subcategory.
    OR
    Right click the category bar and select New Subcategory.
  5. Enter the name of the subcategory.
  6. Click out of the text box to save.
 Tip
Click the undo icon-gantt-undo.png icon to undo an action. Click the redo icon-gantt-redo.png icon redo a previously undone action.

Copy Categories

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. On the list or Gantt chart, press CTRL/CMD + c on your keyboard to copy.
    OR
    Right click the item or item bar and select Copy.
  4. Next to the item that was copied, press CTRL/CMD + v on your keyboard to paste.
    OR
    Right click and select Paste.
  5. Move or edit the item in the following ways:
    • Edit from Details
      1. On the list or Gantt chart, right click the item or item bar and select the Edit option.
      2. Edit the information.
      3. Click Update.
    • Move to a new category or project using drag and drop.
      1. On the list, click and hold the item. Move it to the desired location using a drag-and-drop operation.
    • Move the date on the Gantt chart
      1. On the Gantt chart, click and hold the item.
      2. Move the item to a new date using a drag-and-drop operation.

Rename Categories and Subcategories

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. Double click the category or subcategory name.
  4. Enter the new name. Then click anywhere on the screen to save.
 Tip
Click the undo icon-gantt-undo.png icon to undo an action. Click the redo icon-gantt-redo.png icon redo a previously undone action.

Move Categories and Subcategories

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. Click the category or subcategory. To move the assignments and requests within the category and maintain their spacing, press and hold the SHIFT key and select the assignments and requests. Click and hold the last selection, then move the group of tasks to the desired location using a drag and drop operation.
 Tip
Click the undo icon-gantt-undo.png icon to undo an action. Click the redo icon-gantt-redo.png icon redo a previously undone action.

Delete Categories and Subcategories

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. Next to the category or subcategory, click the vertical ellipsis icon-ellipsis-vertical.png and select Delete this Category or Delete this Subcategory.
  4. Click Delete to confirm.
 Tip
Click the undo icon-gantt-undo.png icon to undo an action. Click the redo icon-gantt-redo.png icon redo a previously undone action.

Legacy Experience

 Legacy Content

You can also manage categories from the Assignment Boards, Gantt, or List via the legacy Project Details page.

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Assignment List, Boards, or Gantt (Legacy).
  3. Click the name of your Project.
  4. Locate the 'Categories' section and take any of the following actions:
    • Add Categories and Subcategories
      1. Click New.
      2. Enter the Category Name.
      3. Optional: If creating a subcategory, follow these steps:
        1. Click Add Subcategory.
        2. Enter the Subcategory Name.
        3. Click Save.
      4. Click Save
    • Rename Categories
      1. Click Edit.
      2. Click the settings icon-gear-wfp.png icon.
      3. Enter the name.
      4. Click Save.
    • Delete Categories
      1. Click Edit.
      2. Click the delete icon-delete-wfp.png icon.
      3. Type Yes.
      4. Click Delete