View People Details in Workforce Planning
Objective
To view people's profile information for Workforce Planning.
Background
For projects using Workforce Planning and Field Productivity Tools, you can view the profiles for people in your workforce using the People List tool. In addition to contact information, you can view custom fields, and tags for the people in your workforce.
The people managed in this tool are used for Workforce Planning assignments, as well as in the Crews, and the Timesheets tool.
Things to Consider
- Required User Permissions
- Only people added in Workforce Planning are shown in the People List tool.
- If data syncs are enabled:
- For projects using Workforce Planning, users and contacts MUST be added using the People List tool in Workforce Planning. People added in the Company Directory will NOT be available for Workforce Planning.
- To see what information is added to the Company Directory, see What people information is synced between Workforce Planning and the Procore Company Directory?
- The People List tool allows you to save additional information that does not appear in the Company Directory.
Prerequisites
Steps
- Navigate to the Company level Workforce Planning tool.
- Click People and select People List.
- Locate the user record to modify. Then click on their name.
Any recorded information about the person appears in the 'Info' section.
Tip
If data syncs are enabled, the link
icon indicates that the person is synced to a user in your Company level Directory. You can click the link icon to see the user's record in the Company level Directory.