Considerations and Best Practices
Things to Consider
Permissões de usuário necessárias Planejamento de Recursos - Permissões
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:
| Common custom fields for resources include:
|
Common custom fields for requests include:
| Common custom fields for assignments include:
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