Configurar campos personalizados para la planificación de recursos

Fondo

Los campos personalizados generalmente se usan para segmentar personas, proyectos, asignaciones y solicitudes dentro de los grupos que creó. Los campos personalizados pueden ser visibles para todos los usuarios o hacerse "sensibles", y solo mostrarse a los usuarios con acceso específico. Puede habilitar el filtrado de un campo personalizado para poder ver los segmentos de la herramienta y guardar la vista para facilitar el acceso. Consulte Crear vistas guardadas en planificación de recursos.

Things to Consider

  • Permisos de usuario requeridos

  • Custom fields applied in Resource Planning are not updated in Procore's Company Directory or the Project level Admin tool.

  • Only certain 'field types' can be filtered.

  • To filter on a custom field, the Enable Use as Filter checkbox must be marked.

  • Custom fields for Projects and People can be labeled as 'sensitive' and only shown to people with permission to see sensitive fields. See Configure Sensitive Fields for Resource Planning

 Tip

Choose the 'field type' for a custom field according to how you need to standardize information.

  • Use a drop-down if you only want them to select a single option.

  • Choose a checkbox for 'Yes' and 'No' answers.

  • Only choose 'text' if you do not want to filter by that field or see a standardized response.

Example

Here are common custom fields in Resource Planning:

Common custom fields for projects include:

  • Job Stage (drop-down)

  • Division (drop-down)

  • Project Manager (multi-select drop-down)

  • Gate Code (number)

Common custom fields for resources include:

  • Shirt or Glove Size (drop-down)

  • Ability to Travel (checkbox)

  • Truck or Tablet number (number)

  • Job Skill (multi-select drop-down)

Common custom fields for requests include:

  • Apprentice Level (drop-down)

  • Meeting Location (text or drop-down)

  • Parking Location (text or drop-down)

  • Materials to Bring (multi-select drop-down)

Common custom fields for assignments include:

  • Apprentice Level (drop-down)

  • Specialty Area (multi-select drop-down)

  • Meeting Location (text or drop-down)

  • Parking Location (text or drop-down)

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Configure Settings icons-settings-gear.png icon.

  3. Click Custom Fields.

  4. Click New.

  5. Configure your custom field with the following properties:

    1. Field Name. Enter the name of the custom field.

    2. Field Type. Enter the type of field you are configuring.
      Notes: A dagger (†) indicates that you can also filter data by this field on the 'People List,' 'Project List,' 'Assignment List,' and 'Request List'.

      • Text †: Enter words or a short phrase as a value for the custom field.

      • Number †: Enter numbers as a value for the custom field.

      • Drop Down †: Create a single-select list to enter the value for the custom field.

        • Drop Down Options Sort. Choose whether you want to sort the drop-down menu by Alphanumeric or the Order Listed in your Field Options.

        • Field Options. Enter the options for the Drop Down menu.

      • Multi-Select Drop Down †: Create a single-select list to enter the value for the custom field.

        • Drop Down Options Sort. Choose whether you want to sort the multi-select drop-down menu by Alphanumeric or the Order Listed in your Field Options.

        • Field Options. Enter the options for the Multi-Select Drop Down menu.

      • Date †: Select a date as a value for the custom field.

      • Checkbox †: Mark a checkbox as a value for the custom field.

      • Color: Add a distinguishing color as a value for the custom field.

      • Paragraph Text: Enter a large set of words as a value for the custom field.
        Note: Paragraph Text is not available to use as a column on the Project List or People List.

      • Currency †: Enter a currency amount as a value for the custom field.

    3. Enable Use as Filter. For filterable custom fields with Field Types, mark the checkbox to make the custom field a filter on the relevant 'People List,' 'Project List,' 'Assignment List,' and 'Request List'.

    4. Integration Property Name. Reflects the name of the property the integrating system can map to.

    5. Integration Editable Only. Mark this checkbox if the field can only be edited in the system of origin.

    6. Make Available To. Mark the checkboxes for where the custom field will be added. You can add custom fields to Projects, People, Assignments, and Requests.

    7. Field Description. Enter a description of the custom field.

  6. Click Save.

See Also

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