Configure Groups for Workforce Planning
Objective
To configure groups and set your default group for Workforce Planning.
Background
Groups are how all projects and people are organized for Workforce Planning. When using the Workforce Planning tool, all information about people, projects, assignments, and requests is displayed in the context of the group.
Things to Consider
- Required User Permissions
- All people and projects must be associated with at least one group.
- If a person is 'Assignable' and belongs to more than one group, they can be given workforce assignments in any group they are a part of.
- All active people, projects, job titles, and tags must be removed from a group before you can delete it.
Note: Procore may need to assist if there is an active admin that belongs to a group, as admins cannot currently be removed from a group in Procore.
Tip
- Minimize the number of groups you create.
- Group your company in segments where your company is clearly divided with minimal crossover of people (East Coast, West Coast).
- Why? Because information is displayed in the context of the group, when Assignable people are in multiple groups, it is difficult to tell if a person you want to assign has already been assigned a workforce assignment in another group.
- Some commonly used groups are:
- Branch Offices
- Internal Divisions or Sectors
- Local Unions
- Project Managers
- Trades
Note: If you have the same people working across different trades, it would be better to set up your trades as a custom field that can be used across groups.