Resource Planning - Reuse

 SEMI-PRIVATE Page - PROCORE DOC TEAM ONLY

This page is intentionally set to 'Semi-Private.' This page contains source content that is being reused in other support articles.

Reuse

 PROCORE SUPPORT: INTERNAL NOTES

Reuse content for the Funding tool is hosted on the Prime Contracts tool's Reuse page.

Call Outs

Beta Banner

 In Beta
This is feature is currently in beta.

Open Beta

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.

Mobile Open Beta

 In Beta
Resource Planning on mobile is in beta and available to customers who have project syncing enabled. See What is Data Syncing for Resource Planning?

Directory Integration Beta Banner

 In Beta

The Procore Directory and Resource Planning People List Integration can be enabled by an administrator in Procore Explore.

This integration allows you to view and manage Resource Planning people in two places: the 'Resource Planning' tab in the Company Directory and the Resource Planning People List. 

For the best experience, data syncing should be enabled with this feature. If it is disabled, please contact your Procore Customer Success Engineer or Point of Contact to have it turned on.

Read-Only Permissions in Procore Call Out

 Important

To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool.

  1. Create a Company Permissions Template
  2. Assign a Company Permissions Template to One or More Users

Tip: Undo Redo

 Tip
Click the undo icon-gantt-undo.png icon to undo an action. Click the redo icon-gantt-redo.png icon redo a previously undone action.

Tip: Copy and Paste

 Tip
You can also create this by creating a copy of an existing item on the Assignments Gantt.

Tip: Send Assignment Alert Updates

 Tip
After you create or update an assignment, send an alert to the assignee.

Important: Delete with Undo

 Important

Deleting a task on the Gantt can be undone by clicking the undo icon-gantt-undo.png icon, so long as you remain on the Gantt and stay within the same session. However, if you navigate away from the Gantt or your session expires, the task is permanently deleted.

User Guide

WFP Setup Guide Intro

Resource Planning is a powerful tool that gives you real-time insight into your resource's availability and skill set with a centralized scheduling and communication hub for specialty contractors and general contractors.

This guide walks you through the main configurations to set up Resource Planning for your organization. 

 Note

What are User Permissions?

In Procore, role-based permissions are used to manage user access to different Procore tools. To access the Resource Planning tool, users must have two different permissions templates applied:

  1. A company permissions template configured in Procore's Permissions tool that gives 'Read Only' permissions or higher to the Resource Planning tool. This adds Resource Planning to the list of tools the user can access within Procore.
  2. A permissions template configured in the Resource Planning tool, that gives access to specific actions within the Resource Planning tool.

Procore 'Read Only' Permission Templates

To give your users access to the Resource Planning tool, you must create a permissions template giving users 'Read Only' access or higher to the Resource Planning tool.

If you already have existing permissions templates in Procore's Permissions tool, follow the steps to edit the permissions template, granting 'Read Only' level permissions to the Resource Planning tool. Otherwise, follow these steps to create a new Company Permissions template, with 'Read Only' level permissions to the Resource Planning tool.

Create a Company Permissions Template

 Note

You must have 'Admin' level permissions on the company's Permissions tool to create permissions templates.

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Click Create Company Permissions Template.
  4. In the 'Create Company Permissions Template' window, enter a name for the company permissions template and click Confirm.
    You are redirected to the 'Edit Template' page for your new company permissions template. See Edit a Company Permissions Template.

Edit a Company Permissions Template

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Next to the permissions template, click Actions and select 'Edit Template'.
  4. On the 'Edit Template' page, click the pencil icon to change the permissions template's name, or see Rename a Company Permissions Template.
  5. For each Company level Procore tool row in the table, select the button under one of the following columns:
    • None. Grants no access to the Procore tool. This is the default setting for all Company level tools (except the company's Portfolio tool) on newly created permission templates.
    • Read Only. Grants read-only access to the Procore tool. This is the default setting for the company's Portfolio tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.
    • Standard. Grants standard access to the Procore tool. When this option is selected for a tool that supports granular permissions, the tool's granular permissions options display. See Grant Granular Permissions in a Company Permissions Template.
    • Admin. Grants admin access to the Procore tool.
       Tip
      • To make users with this permissions template a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.
      • See User Permissions Matrix - Web for more information about the different actions that can be performed by users with the permission level you select.
  6. Click Save and select Save or Save & Return to Company Permissions.

WFP Setup Guide Update Users in Procore

Now that your data has been uploaded in Procore, there are some additional steps you need to take within Procore and the Resource Planning tool as some key information cannot be set in the one-time data upload. You will need to log in to Procore and update the following information about your users:

  • User Type
  • Permissions

You can also make additional changes if you notice inaccurate information was uploaded from your spreadsheet. See Edit People in Resource Planning. 

User Type

By default, all people are uploaded into the Resource Planning tool as 'Assignable', meaning they can be assigned to work in Resource Planning. Set the users to the following user type based on what they need to do in Procore, and whether or not you need to track time for them.

Both

icon-permissions-access-check.png Can be tracked using Procore Timesheets

icon-permissions-access-check.png Can be assigned to resource assignments

icon-permissions-access-check.png Can log in to Procore and Resource Planning

User

icon-permissions-access-check.png Can be tracked using Procore Timesheets

icon-permissions-no-access-x.png Can NOT be assigned to resource assignments

icon-permissions-access-check.png Can log in to Procore and Resource Planning

Assignable

icon-permissions-no-access-x.png Can NOT be tracked using Procore Timesheets

icon-permissions-access-check.png Can be assigned to resource assignments

icon-permissions-no-access-x.png Can NOT log in to Procore and Resource Planning

Permissions

Permissions cannot be set in the one-time data upload. Permissions must be set in two places, in Procore's Permissions tool and in the user's profile in Resource Planning.

To access the Resource Planning tool, have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying permissions templates in Procore's Permissions tool.

  1. Create a Company Permissions Template
  2. Assign a Company Permissions Template to One or More Users

Then, within the Resource Planning tool, People marked as 'Both' or 'User' must have a Resource Planning permission template assigned to them. You can update their Resource Planning permission template on the same screen where you update their user type.


Additional Configurations

You have set up the primary configurations to use the Resource Planning tool.

While your data is being uploaded to the Resource Planning tool, we recommend setting up these additional configurations:

 Note

For a complete list of tool configurations, see the 'Settings' section of the Resource Planning User Guide.

Update User Permissions in Procore

 Note
To assign a Company permissions template, you need the following permissions in Procore:
  1. Navigate to the Company level Directory tool.
  2. Navigate to the Users tab.
  3. Click Edit next to the user you want to assign a permissions template to.
  4. Scroll down to the 'Company Permissions Templates' area.
  5. Select an available template from the drop down menu.
  6. Click Save.

Invite Users to Procore

 Note

This is a note callout. Used to provide background info that would help the user understand a process better, or tell them something they should note.

If data syncs are enabled, people who are 'Users' or 'Assignable Users' are automatically added to the Company Directory. You must send an invite from the Company Directory so the user can set their password in Procore.

Alternatively, if you completed a one-time data upload for Resource Planning, you need to invite your users to Procore so the user can set their password in Procore.

  1. Navigate to the Company Directory tool once Resource Planning and Procore have synced.
  2. Click Users.
  3. Locate the person you want to invite.
  4. In the 'Invitation' column, click Invite or Re-Invite.

After a user accepts their invitation and sets a password, they can log in to Procore and access Resource Planning.

WFP Setup Guide Conclusion

Congratulations! Your company is now ready to use the Resource Planning tool:

Gantt User Guide

Gantt Overview

In the Resource Planning tool, you can view and manage your project's resource assignments and requests using a Gantt view. View details such as project names, categories, requests, assignments, resources, and job titles. Manage resources either from the list section or directly on the Gantt chart's timeline. To make changes, simply drag and drop items or click into detail pages.

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