What granular permissions are available for the company's Resource Planning tool?
Background
In Procore, the term granular permissions refers to task-based privileges that can be granted to users. In the Resource Planning tool, you can create permissions templates and give access to perform specific tasks. The table below shows the granular permissions that are available for the company's Resource Planning tool.
Answer
Click to see the related granular permissions:
- People
- Projects
- Requests
- Assignments
- Statuses
- Reports and Exports
- Specific Pages
- Messages and Alerts
- Financial
- Settings
- Misc
People
| Granular Permission Name | Granular Permission Description |
|---|---|
| View People | Grants users the privilege to see people in Resource Planning. |
| Edit People Details | Grants users the privilege to update people in Resource Planning. |
| Edit People Permissions and Type | Grants users the privilege to edit a person's permission level and type. |
| View People Sensitive Fields | Grants users the privilege to view a person's sensitive fields. See What is a 'sensitive field' in Resource Planning? |
| Edit People Sensitive Fields | Grants users the privilege to a person's edit sensitive fields. See What is a 'sensitive field' in Resource Planning? |
| View People Tags | Grants users the privilege to view a person's tags. |
| Edit People Tags | Grants users the privilege to edit a person's tags. |
| View People Attachments | Grants users the privilege to view a person's attachments. |
| Edit People Attachments | Grants users the privilege to edit a person's attachments. |
| View People Time Off | Grants users the privilege to view a person's time off. |
| Edit People Time Off | Grants users the privilege to edit a person's time off. |
| View People Notes | Grants users the privilege to view a person's notes. |
| Edit People Notes | Grants users the privilege to edit a person's notes. |
| View People Activity | Grants users the privilege to view a person's activity. |
| Delete People |
Grants users the privilege to delete someone from Resource planning. Note: People who are deleted in Resource Planning will be marked as 'Inactive' in Procore's company directory. |
| Create People |
Grants users the privilege to create people in Resource Planning Notes:
|
Projects
| Granular Permission Name | Granular Permission Description |
|---|---|
| View Projects | Grants users the privilege to view projects in Resource Planning. |
| View Unassociated Projects |
Grants users the privilege to view all projects, including projects that they are not associated with. Note: A user is associated with a project if they are assigned to the project, have a project role on the project, or created the project. |
| Edit Project Details | Grants users the privilege to edit project details. |
| View Project Sensitive Fields | Grants users the privilege to view a project's sensitive fields. See What is a 'sensitive field' in Resource Planning? |
| Edit Project Sensitive Fields | Grants users the privilege to edit a project's sensitive fields. See What is a 'sensitive field' in Resource Planning? |
| View Project Tags | Grants users the privilege to view a project's tags. |
| Edit Project Tags | Grants users the privilege to edit a project's tags. |
| View Project Attachments | Grants users the privilege to a project's attachments. |
| Edit Project Attachments | Grants users the privilege to edit a project's attachments. |
| Edit Project Categories | Grants users the privilege to edit a project's categories. |
| View Project Roles | Grants users the privilege to view project roles on a project. |
| Edit Project Roles | Grants users the privilege to edit project roles on a project. |
| View Project Wage Overrides | Grants users the privilege to view wage overrides on a project. |
| Edit Project Wage Overrides | Grants users the privilege to edit wage overrides on a project. |
| Edit Project Custom Alert | Grants users the privilege to edit a project custom alert. See Create Custom Assignment Alerts for Projects. |
| View Project Default Recipients | Grants users the privilege to view a project's default recipients for custom assignment alerts. |
| Edit Project Default Recipients | Grants users the privilege to edit a project's default recipients for custom assignment alerts. |
| View Project Notes | Grants users the privilege to view a project's notes. |
| Edit Project Notes | Grants users the privilege to edit a project's notes. |
| Delete Projects |
Grants users the privilege to delete projects. Note: Users should only delete projects if Resource Planning is your company's system of record for project management. For more information about how project sync between Procore and Resource Planning, see What project information is synced between Resource Planning and Procore Projects? |
| Create Projects |
Grants users the privilege to create projects in Resource Planning. Note: Users should only create projects if Resource Planning is your company's system of record for project management. For more information about how project sync between Procore and Resource Planning, see What project information is synced between Resource Planning and Procore Projects? |
Requests
| Granular Permission Name | Granular Permission Description |
|---|---|
| View Requests | Grants users the privilege to view resource requests. |
| Create/Edit/Delete Own Requests | Grants users the privilege to create, edit, or delete their own resource requests. |
| Edit/Delete Others Requests | Grants users the privilege to edit or delete resource requests created by others. |
| View Request Comments | Grants users the privilege to view comments on resource requests. |
Assignments
| Granular Permission Name | Granular Permission Description |
|---|---|
| View Assignments | Grants users the privilege to view resource assignments. |
| Create/Edit/Delete Assignments | Grants users the privilege to create, edit, or delete resource assignments. |
Statuses
| Granular Permission Name | Granular Permission Description |
|---|---|
| Can View All Statuses | Grants users the privilege to view all request and assignment statuses. See Configure Assignment and Request Statuses for Resource Planning. |
Reports and Exports
| Granular Permission Name | Granular Permission Description |
|---|---|
| Allow Exporting Data | Grants users the privilege to download and export data throughout Resource Planning. |
Specific Pages
| Granular Permission Name | Granular Permission Description |
|---|---|
| Access to Map Page | Grants users the privilege to access the Map Dashboard. |
| Access to Gantt Page | Grants users the privilege to access Assignments Gantt. |
| Access to Gantt Page | Grants users the privilege to the Totals Dashboard. |
Messages and Alerts
| Granular Permission Name | Granular Permission Description |
|---|---|
| Create Messages | Grants users the privilege to create communications in Resource Planning. |
| View Alerts | Grants users the privilege to view assignment alerts and responses in Resource Planning. See What is an assignment alert in Resource Planning? |
| Create/Edit/Delete Alerts | Grants users the privilege to send assignment alerts. See What is an assignment alert in Resource Planning? |
Financial
| Granular Permission Name | Granular Permission Description |
|---|---|
| View Project Financials | Grants users the privilege to view financial information about projects within the Resource Planning tool. |
| View People Financials. | Grants users the privilege to view financial information about people within the Resource Planning tool. |
Settings
| Granular Permission Name | Granular Permission Description |
|---|---|
| View Company Settings | Grants users the privilege to view company settings. |
| Edit Company Settings | Grants users the privilege to edit company settings. |
| View Permission Settings | Grants users the privilege to view permission settings. |
| Edit Permission Settings | Grants users the privilege to edit permission settings. |
| View Group Settings | Grants users the privilege to view group settings. |
| Edit Group Settings | Grants users the privilege to edit group settings. |
| View Job Title Settings | Grants users the privilege to view job title settings. |
| Edit Job Title Settings | Grants users the privilege to edit job title settings. |
| View Tag Settings | Grants users the privilege to view tag settings. |
| Edit Tag Settings | Grants users the privilege to edit tag settings. |
| View Status Settings | Grants users the privilege to view request and assignment status settings. |
| Edit Status Settings | Grants users the privilege to edit request and assignment status settings. |
| View Alert Settings | Grants users the privilege to view default alert settings. |
| Edit Alert Settings | Grants users the privilege to edit default alert settings. |
| View Costing Settings | Grants users the privilege to view costing settings. |
| Edit Costing Settings | Grants users the privilege to edit costing settings. |
| View QR Code Settings | Grants users the privilege to view QR code settings. |
| Edit QR Code Settings | Grants users the privilege to edit QR code settings. |
| View Notification Settings | Grants users the privilege to view notification profile settings. |
| Edit Notification Settings | Grants users the privilege to edit notification profile settings. |
Misc
| Granular Permission Name | Granular Permission Description |
|---|---|
| Can Unlock Locked Out Users | Grants users the privilege to unlock users who have been locked out of their account due to too any failed login attempts. |