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Delete People in Resource Planning

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Objective

To bulk delete people in Resource Planning.

Things to Consider

  • Required User Permissions
  • Any current assignments for a user who is marked as 'Inactive' or deleted are automatically ended on the date their status changes. Any future assignments for that user are archived.
  • Admins in Resource Planning cannot be deleted.
  • Deleting a person permanently removes all their history and data from Resource Planning.
  • Deleting users is permanent and cannot be undone.
  • If data syncs are enabled:
    • People deleted in Resource Planning are made 'Inactive' in Procore's Company Directory.

Steps

Delete a Single Person in Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Hover over the user, then click the delete icon-delete-trash6.png icon.
  4. Click Delete to confirm.

Bulk Delete People in Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Mark the checkboxes for the users to delete.
  4. Click the delete icon-delete-trash6.png icon.
  5. Click Delete to confirm.