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.
TipCustom fields are generally used to segment people, projects, assignments, and requests within the groups you created. You can filter People, Projects, Assignments, and Requests by most custom fields and save your view to easily access the same information in the future.
Examples: View projects by stage, view people who are available to travel, or view people by a certain skill set.
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
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.
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 people 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)
Custom fields are generally used to segment people, projects, assignments, and requests within the groups you created. You can filter People, Projects, Assignments, and Requests by most custom fields and save your view to easily access the same information in the future.
Examples: View projects by stage, view people who are available to travel, or view people by a certain skill set.
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
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.
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 people 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)
Common custom fields for projects include:
| Common custom fields for people include:
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Common custom fields for requests include:
| Common custom fields for assignments include:
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