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What people information is synced between Resource Planning and the Procore Company Directory?

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Background

For projects using Resource Planning and Resource Tracking tools, you can manage your people using the People List in Resource Planning. When data syncs are enabled, the people you add here can be used for resource assignments, as well as in the Crews, and the Timesheets tools. 

People sync one-way from the Resource Planning tool to Procore’s Directory. When data is updated in the People List, it is synced and updated in the Company Directory tool. The majority of syncs take less than one minute

Answer

You have three options when creating people in Resource Planning: 'User', 'Assignable', or 'Both'. How you create a user in Resource Planning decides certain functionality for the user, and where their user information is synced in the Company Directory.

 Note

WFP Flow Chart (8).png

Both

  • Can be assigned to resource assignments
  • Can log in to Procore and Resource Planning
  • Can be tracked using Procore Timesheets
  • Is added to the Directory as a 'User'
  • Can track own time using My Time tool

User

  • Can NOT be assigned to resource assignments
  • Can log in to Procore and Resource Planning
  • Can be tracked using Procore Timesheets
  • Is added to the Directory as a 'User'

Assignable

  • Can be assigned to resource assignments
  • Can NOT log in to Procore and Resource Planning
  • Can be tracked using Procore Timesheets
  • Is added to the Directory as a 'Contact'

 

After you decide how to create your user, the following information is synced from the People List to the Procore Company Directory:

Resource Planning Procore
First Name First Name
Last Name Last Name
Employee ID Employee ID
Mobile Phone Mobile Phone
Email Address Email Address
Job Title Job Title
Status Active?
 Note
    Fields in Resource Planning with no direct mapping to the Company Directory do not sync to the Company Directory but are available in Resource Planning. 
  • If you edit users in the Company Directory, those changes are NOT visible in Resource Planning. Changes should be updated Resource Planning's People List, which then sync to the Company Directory.
  • By default, users synced to Procore are granted ‘Standard’ level permissions to the Resource Planning tool, and the lowest possible permissions level to all other Procore tools. You can grant permissions by updating your Company Permissions Templates or by updating the user’s permissions in their profile. See Edit a Company Permissions Template or Edit a User Account in the Company Directory.
  • To avoid duplicate records, ensure that all people have matching records of the following in both Resource Planning and the Company Directory:
    • Employee ID
    • Email Address
    • User Types

See Also