Resource Planning

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

Users can take the action with this permission level set in the company's Permissions tool.

Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Resource Planning tool.

See What granular permissions are available for the company's Resource Planning tool?

Important

In Resource Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
- There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
- The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Resource Planning tool.
This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.

Resource Planning Tutorials Action	Read Only	Standard	Admin	Notes
Add Attachments for People in Resource Planning Web	Edit People Attachments	Edit People Attachments	Edit People Attachments	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add Attachments for Projects in Resource Planning Web	Edit Project Attachments	Edit Project Attachments	Edit Project Attachments	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add People to Resource Planning Web	Create People	Create People	Create People	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add or Edit Sensitive Custom Fields for People in Resource Planning Web	Edit People Details AND Edit People Sensitive Fields	Edit People Details AND Edit People Sensitive Fields	Edit People Details AND Edit People Sensitive Fields	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add or Edit Tags for People Web	Edit People Tags	Edit People Tags	Edit People Tags	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Add or Edit Tags for Projects in Resource Planning Web	Edit Project Tags	Edit Project Tags	Edit Project Tags
Add Wage Overrides in Resource Planning Web	Edit Project Wage Overrides	Edit Project Wage Overrides	Edit Project Wage Overrides
Assign Project Roles for Resource Planning Web	Edit Project Roles	Edit Project Roles	Edit Project Roles
Bulk Delete Resource Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Bulk Delete Any Resource Requests Web	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests
Bulk Delete Resource Requests You Created Web	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests
Bulk Edit Resource Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Bulk Edit Any Resource Request Web	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests
Bulk Edit Resource Requests You Created Web	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests
Change a User's Permission Template in Resource Planning Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Configure Assignment and Request Statuses for Resource Planning Web	Edit Status Settings	Edit Status Settings	Edit Status Settings
Configure Company Details in Resource Planning Web	Edit Company Settings	Edit Company Settings	Edit Company Settings
Configure Costing in Resource Planning Web	Edit Costing Settings	Edit Costing Settings	Edit Costing Settings
Configure Custom Fields for Resource Planning Web	Edit Custom Field Settings	Edit Custom Field Settings	Edit Custom Field Settings
Configure Default Assignment Alerts for Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Configure Groups for Resource Planning Web	Edit Group Settings	Edit Group Settings	Edit Group Settings
Configure Integration Settings for Resource Planning Web				Users must be assigned the 'Admin' permissions template in Resource Planning.
Configure Job Titles for Resource Planning Web	Edit Job Title Settings	Edit Job Title Settings	Edit Job Title Settings
Configure Notification Profiles for Resource Planning Web	Edit Notifications Settings	Edit Notifications Settings	Edit Notifications Settings
Configure QR Codes for Resource Planning Web	Edit QR Code Settings	Edit QR Code Settings	Edit QR Code Settings
Configure Sensitive Fields for Resource Planning Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Configure Tags for Resource Planning Web	Edit People Tags	Edit People Tags	Edit People Tags
Configure View for the Projects List Web	View People Time Off	View People Time Off	View People Time Off View People Time Off
Copy Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Copy Categories Web	Edit Project Categories	Edit Project Categories	Edit Project Categories
Copy Projects Web	Create Projects	Create Projects	Create Projects
Copy Request Created by Others Web	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests
Copy Requests You Created Web	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests
Create Custom Assignment Alerts for Projects Web	Edit Project Custom Alert	Edit Project Custom Alert	Edit Project Custom Alert
Create Labor Plan Web	Edit Project Details	Edit Project Details	Edit Project Details
Create Notes About People in Resource Planning Web	Edit People Notes	Edit People Notes	Edit People Notes
Create Notes About Projects in Resource Planning Web	Edit Project Notes	Edit Project Notes	Edit Project Notes
Create Permissions Templates for Resource Planning Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Create Project Categories for Resource Planning Web	Edit Project Categories	Edit Project Categories	Edit Project Categories
Create Projects in Resource Planning Web	Create Projects	Create Projects	Create Projects
Create QR Codes for People Web	Edit QR Code Settings	Edit QR Code Settings	Edit QR Code Settings
Create QR Codes for Projects in Resource Planning Web	Edit QR Code Settings	Edit QR Code Settings	Edit QR Code Settings
Create Resource Assignments Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Create Resource Assignments Using Rapid Assign Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Create Resource Requests Web\| iOS	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Create Saved Reports in Resource Planning Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Create Saved Views for Assignments in Resource Planning Web	View Assignments	View Assignments	View Assignments
Create Saved Views for the People List in Resource Planning Web	View People	View People	View People
Create Saved Views for Requests in Resource Planning Web	View Requests	View Requests	View Requests
Create Saved Views for Time Off in Resource Planning Web	View People Time Off	View People Time Off	View People Time Off
Create Saved Views for the Totals Dashboard in Resource Planning Web	Access to Totals Page	Access to Totals Page	Access to Totals Page
Create Time Off in Resource Planning Web	Edit People Time Off	Edit People Time Off	Edit People Time Off
Deactivate a Project in Resource Planning Web	Edit Project Details	Edit Project Details	Edit Project Details
Deactivate People in Resource Planning Web	Edit People Details	Edit People Details	Edit People Details
Delete Messages for Resource Planning Web
Delete Scheduled Assignment Alerts for Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Delete Permissions Templates Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Delete Time Off in Resource Planning Web	Edit People Time Off	Edit People Time Off	Edit People Time Off
Delete a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Delete Any Resource Request Web\| iOS	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Delete a Resource Request You Created Web\| iOS	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Delete People in Resource Planning Web		Delete People	Delete People
Delete a Project in Resource Planning Web	Delete Projects	Delete Projects	Delete Projects
Edit Assignment Alerts for Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Edit Attachments for People in Resource Planning Web	Edit People Attachments	Edit People Attachments	Edit People Attachments	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Edit Attachments for Projects in Resource Planning Web	Edit Project Attachments	Edit Project Attachments	Edit Project Attachments
Edit Messages for Resource Planning Web	Create Messages	Create Messages	Create Messages
Edit or Delete Saved Reports in Resource Planning Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Edit or Delete Saved Views for Assignments in Resource Planning Web	View Assignments	View Assignments	View Assignments	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for the People List in Resource Planning Web	View People	View People	View People	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for Requests in Resource Planning Web	View Requests	View Requests	View Requests	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for Time Off in Resource Planning Web	View People Time Off	View People Time Off	View People Time Off	You can only edit or delete saved views that you created.
Edit or Delete Saved Views for the Totals Dashboard in Resource Planning Web	Access to Totals Page	Access to Totals Page	Access to Totals Page	You can only edit or delete saved views that you created.
Edit People Resource Planning Information Web	Edit People Details	Edit People Details	Edit People Details	When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool: 'Admin' level permissions. 'Read Only' level permissions or higher with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permissions.
Edit Permissions Templates for Resource Planning Web	Edit Permission Settings	Edit Permission Settings	Edit Permission Settings
Edit Project Details in Resource Planning Web	Edit Project Details	Edit Project Details	Edit Project Details
Edit Time Off in Resource Planning Web	Edit People Time Off	Edit People Time Off	Edit People Time Off
Edit Wage Overrides in Resource Planning Web	Edit Project Wage Overrides	Edit Project Wage Overrides	Edit Project Wage Overrides
Edit a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Edit a Resource Request Created by Someone Else Web\| iOS	Edit/Delete Others Requests	Edit/Delete Others Requests	Edit/Delete Others Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Edit a Resource Request You Created Web\| iOS	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Create/ Edit/ Delete Own Requests	Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
End a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Export the Assignment History Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Assignments Gantt Web	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments
Export the Assignments List Web	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments	Allow Exporting Data AND View Assignments
Export the Availability Look-Ahead Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the People List Web	Allow Exporting Data AND View People	Allow Exporting Data AND View People	Allow Exporting Data AND View People
Export the Project List Web	View People Time Off AND Allow Exporting Data	View People Time Off AND Allow Exporting Data	View People Time Off AND Allow Exporting Data
Export the Tags Requiring Action Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Time Off List Web	Allow Exporting Data AND View People Time Off	Allow Exporting Data AND View People Time Off	Allow Exporting Data AND View People Time Off
Export the Totals Dashboard Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Workforce Report Web	Allow Exporting Data	Allow Exporting Data	Allow Exporting Data
Export the Resource Request List Web	Allow Exporting Data AND View Requests	Allow Exporting Data AND View Requests	Allow Exporting Data AND View Requests
Fill a Resource Request Web\| iOS	View Requests	View Requests	View Requests	To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. Currently, for users to view any requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
Import Resource Planning Data Web
Manage Archived Messages for Resource Planning Web
Manage Your Inbox for Resource Planning Web
Receive Messages Sent from Resource Planning via Email				No permissions necessary. However, people must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List.
Receive Messages Sent from Resource Planning via Email				People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List.
Remove Wage Overrides in Resource Planning Web	Edit Project Wage Overrides	Edit Project Wage Overrides	Edit Project Wage Overrides
Respond to Assignment Alerts for Resource Planning Web				To receive alerts via email, recipients must have the 'Enable Email' checkbox selected, and an 'Email Address' entered on their Resource Planning profile. To receive alerts via SMS, recipients must have the 'Enable SMS' checkbox selected, and a 'Phone Number' entered on their Resource Planning profile. To receive alerts through the Resource Planning/LaborChart mobile app, recipients must have the 'Enable Mobile Notifications' checkbox marked on their Resource Planning profile.
Respond to a Resource Planning Message Web	Create Messages	Create Messages	Create Messages
Search and Filter the Assignments Gantt Web	Access to Gantt Page	Access to Gantt Page	Access to Gantt Page
Search, Sort and Filter the Resource Assignments List Web	View Assignments	View Assignments	View Assignments
Search and Filter the Totals Dashboard Web	Access to Totals Page	Access to Totals Page	Access to Totals Page
Search, Sort, and Filter People on the Assignments Boards Web	View Assignments	View Assignments	View Assignments
Search, Sort, and Filter Projects on the Assignments Boards Web	View Assignments	View Assignments	View Assignments
Search, Sort, and Filter the People List Web	View People	View People	View People
Search, Sort, and Filter the Project List Web	View People Time Off	View People Time Off	View People Time Off
Search, Sort, and Filter the Time Off List Web	View People Time Off	View People Time Off	View People Time Off
Search, Sort, and Filter the Resource Requests List Web	View Requests	View Requests	v View Requests
Send Assignment Alerts in Resource Planning Web	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts	Create/ Edit/ Delete Alerts
Send a Message for Resource Planning Web	Create Messages	Create Messages	Create Messages
Set Up Your SMS and Email Signature in Resource Planning Web
Shift Project Dates Web	Edit Project Details	Edit Project Details	Edit Project Details
Split a Resource Assignment Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
Unassign a Resource Web	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments	Create/Edit/Delete Assignments
View Activity about a Person in Resource Planning Web	View People Activity	View People Activity	View People Activity
View Activity about a Project in Resource Planning Web	View Project Activity	View Project Activity	View Project Activity
View and Configure the Project Labor Graph Web	View Projects	View Projects	View Projects
View Assignment Alerts for Resource Planning Web	View Alerts	View Alerts	View Alerts
View Attachments for People in Resource Planning Web	View People Attachments	View People Attachments	View People Attachments
View Attachments for Projects in Resource Planning Web	View Projects Attachments	View Projects Attachments	View Projects Attachments
View Messages for Resource Planning Web				To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked.
View Notifications in Resource Planning Web
View People Details in Resource Planning Web	View People	View People	View People
View Read Receipts for Messages for Resource Planning Web				To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked.
View Sensitive Sensitive Custom Fields for People in Resource Planning Web	View People Sensitive Fields	View People Sensitive Fields	View People Sensitive Fields
View Sensitive Sensitive Custom Fields for Projects in Resource Planning Web	View Project Sensitive Fields	View Project Sensitive Fields	View Project Sensitive Fields
View Tag Attachments for Projects Web	View People Attachments	View People Attachments	View People Attachments
View Time Off in Resource Planning Web	View People Time Off	View People Time Off	View People Time Off
View the Activity Dashboard Web	View People Activity AND/OR View Project Activity	View People Activity AND/OR View Project Activity	View People Activity AND/OR View Project Activity
View the Assignments Boards Web	View Assignments	View Assignments	View Assignments
View the Assignments Gantt Web	View Assignments AND Access to Gantt page	View Assignments AND Access to Gantt page	View Assignments AND Access to Gantt page
View the Map Dashboard Web	Access to Map Page	Access to Map Page	Access to Map Page
View the People List Web	View People	View People	View People
View the Projects List Web	View People Time Off	View People Time Off	View People Time Off
View the Time Off List Web	View People Time Off	View People Time Off	View People Time Off
View the Totals Dashboard Web	Access to Totals Page	Access to Totals Page	Access to Totals Page
View the Resource Assignments List Web\| iOS\| Android	View Assignments	View Assignments	View Assignments
View Resource Requests Web\| iOS	View Requests	View Requests	View Requests	Currently, for users to view requests on a mobile device, users must also have the 'Edit / Delete Others Requests' granular permission enabled.
View Wage Overrides in Resource Planning Web	View Project Wage Overrides	View Project Wage Overrides	View Project Wage Overrides
View Your Assignments on the Procore Mobile App iOS\| Android