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Procore

How do I set up my account in Resource Planning?

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Background

People using Resource Planning can log in to Procore and access the Resource Planning tool. 

Answer

Users are invited to Procore and Resource Planning by another user at their company. See Add People to Resource Planning. Once invited, you will receive an email with instructions to set up your account.

Create your Account in Procore

  1. From the email, click Get Started.
  2. Enter your Password. Your password must include the following requirements:
    • Be at least 8 characters
    • Contain at least one upper case character
    • Contain at least one lower case character
    • Contain at least one numeric character
    • Contain at least one of the following special characters (! @ # $ % ^ & * ( ) - _ = + ` ~ ' " , < . > / ? [ { ] } \ | ; :)
  3. Re-enter your password to confirm your password.
  4. Click Set Password.

Log in to Resource Planning

To log in to your Procore account:

  1. Go to the Procore web application at: https://app.procore.com.
  2. Enter your Procore email address and password as follows:
    Note: If you do not know your Procore email address and password, contact your company's Procore Administrator or the Procore Administrator for the company that you are doing business with. 
    • If you received a 'Welcome to Procore' email, your Procore email address is the address to which you invitation was sent and you will be prompted to create a password when you log in for the first time. See Join Procore from the Welcome to Procore Invite. 
      OR
    • If you already know your Procore email address and password, enter your information as shown below and then click Log In.
      Note: If you have been invited to join more than one company's Procore account, you will be prompted to select a company and click Continue. 

      procore-web-login.gif

      You are logged into the Procore web application. 
  1. Navigate to the Company level Resource Planning tool.
  2. The first time you navigate to the Resource Planning tool, you are asked to 'Authorize Resource Planning'. Click Allow.

    clipboard_ef7b5f832e130f27ac0d526647a2a3176.png

You are now logged into the Resource Planning tool.