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Delete or Inactivate People in Resource Planning

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Objective

To delete or inactivate a person for Resource Planning.

Background

For projects using Resource Planning, you can inactivate or delete people using the People List in Resource Planning.

Things to Consider

  • Required User Permissions
  • Deleting a person permanently removes all their history and data from Resource Planning.
  • Users marked as 'Inactive' can not be assigned to resource assignments, but remain in Resource Planning for record keeping purposes.
  • If data syncs are enabled:
    • People marked as inactive or deleted in Resource Planning are made 'Inactive' in Procore's Company Directory.

Steps

Inactivate a Person in Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List
  3. Locate the user record to modify. Then click their name.
  4. Locate the 'Info' section and click Edit.
  5. Under 'Status', select Inactive.
  6. Click Save.
    Note: The person is marked as 'Inactive' in both Resource Planning and Procore's Company Directory.

Delete a Person in Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List
  3. Locate the user record to modify. Then click their name.
  4. Locate the 'Delete Person' section and click Delete.
  5. Enter the word 'Yes' to confirm deletion.
  6. Click Delete.
    Note: The person is deleted from Resource Planning and marked as 'Inactive' in Procore's Company Directory.