What project information is synced between Resource Planning and Procore Projects?

Background

Projects can be created in either Procore Projects or Resource Planning, but your company must choose one as your system of record. Your system of record can then sync project data so that some information is available the Resource Planning tool, as well as other tools in Procore.

If Resource Planning is your system of record, information updated in the Project List syncs immediately to the Portfolio tool. If the Portfolio tool is your system of record, data updated in the Portfolio tool currently syncs once every hour to the Project List in Resource Planning.

Answer

Data syncs are one-directional:

• If you choose Procore as your system of record (recommended), the below information will be synced to your projects in the Resource Planning tool.
  • Note: Projects created in Procore are added to all groups in Resource Planning.
• If you choose Resource Planning as your system of record, the following information will be synced to Procore Projects.
  • Note: If you have one project template, the template is applied when the project is synced to Procore. If you have more than one project template, no template is applied.

Fields not listed below are not synced between Procore Projects and Resource Planning.

See Also

• What People information is synced between Resource Planning and the Procore Company Directory?
• Prepare Data to be Synced between Resource Planning and Procore