Considerations and Best Practices
Custom fields applied in Resource Planning are not updated in Procore's Company Directory or the Project level Admin tool.
Depending on the custom field, values for custom fields are added in 'People Info', 'Project Info', 'Assignment Details', or 'Request Details'.
Only certain 'field types' can be filtered.
To filter on a custom field, the Enable Use as Filter checkbox must be marked.
TipChoose 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.
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.