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Create Projects in Workforce Planning

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Objective

To create projects in Workforce Planning.

Background

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

 Note

Projects can be created in either Procore or Workforce Planning, but your company must choose one as your system of record. Your Procore point of contact 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

  • Required User Permissions:
  • Additional Information
    • If data syncs are enabled:
      • If you have one project template in Procore, the template is applied when the project is synced to Procore. If you have more than one project template, no template is applied.
      • Only some information synced between Workforce Planning and Procore Projects. See What project information is synced between Workforce Planning and Procore Projects?
      • Projects created in Procore will NOT sync to Workforce Planning as your company has chosen to manage projects in Workforce Planning as the system of record.

Prerequisites

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click New.
  4. Complete the form with the following information:
    1. Project Name. Enter the project's name.
    2. Status. Enter the project's 'Status' by selecting Active, Pending, or Inactive.
    3. Groups. Select the project's groups.
    4. Timezone. Select the project's timezone.
    5. Project Start Date. Enter the project's start date.
    6. Planned End Date. Enter the project's estimated end date.
    7. Daily Start Time. Enter the project's daily start time.
    8. Daily End Time. Enter the project's daily end time.
    9. Project Color. Select the project's color.
    10. Estimated Average Rate. Enter the project's average rate per hour.
    11. Project Number. Enter the project's project number.
    12. Street Address. Enter the project's street address.
    13. Street Address 2. Enter the project's street address, continued.
    14. City/Town. Enter the project's city or town.
    15. State/Province. Enter the project's state or province.
    16. Postal Code. Enter the project's postal code.
    17. Country. Enter the project's country.
  5. Click Save.

See Also