Edit Project Details in Workforce Planning

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

Required User Permissions
If data syncs are enabled:
- Projects edited in Workforce Planning are synced and available in Procore to be used with other Procore tools.
- Projects edited in Procore are NOT synced to Workforce Planning as your company has chosen to manage projects in Workforce Planning as the system of record.
- Only some information synced between Workforce Planning and Procore Projects. See What project information is synced between Workforce Planning and Procore Projects?

Prerequisites

Your company must choose Workforce Planning as the system of record for project creation and management.
Create Projects in Workforce Planning
Configure Groups for Workforce Planning

Edit Project Details Inline

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

Bulk Edit Projects

Navigate to the Company level Workforce Planning tool.
Click Projects and select Project List.
Mark the checkboxes for the projects you want to edit.
Click the edit icon.
Edit the information.
Click Save.

Edit Project Information from Project Details

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