Considerations and Best Practices

Things to Consider

  • Required User Permissions

  • 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)

What are custom fields?
Configure Custom Fields