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Procore

Create Time Off in Resource Planning

Objective

To create time off in Resource Planning.

Background

For projects using Resource Planning you can manage time off for your team. When making assignments or filling resource requests from the Assignment Board, the resource bench reflects which people are available, assigned, or off. See What is the 'resource bench' in Resource Planning? 

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Resource Planning tool.
  2. Click Time Off and select Time Off List.
  3. Click Create.
  4. Enter the time off information.
  5. Click Save.