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Edit Project Details in Resource Planning

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Objective

To edit project details in Resource Planning.

Background

Resource Planning gives you the ability to create and edit projects so that you can manage your resources for those initiatives.

 Note

Projects can be created and managed in either Procore or Resource Planning, but your company must choose one as the system of record. Your Procore account team guides your company through this decision based on your setup. 

This article is for customers who have Resource Planning as their system of record for project creation and management.

Things to Consider

  • Required User Permissions
  • If data syncs are enabled:
    • Projects edited in Resource Planning are synced and available in Procore to be used with other Procore tools.
    • Only some information synced between Resource Planning and Procore Projects. See What project information is synced between Resource Planning and Procore Projects?
    • Editing projects in the Portfolio tool will not sync the changes to Resource Planning. Your company manages all projects in Resource Planning as the system of record.
  • If data syncs are enabled:
    • Edits to projects are not synced to the Portfolio tool.

Prerequisites

Steps

Edit Project Details Inline

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Project List.
  3. Click the field that you want to edit.
  4. Edit the information.
  5. Click out of the field to save the information.

Bulk Edit Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Project List.
  3. Mark the checkboxes for the projects you want to edit.
    OR
    Select the checkbox in the header to select all projects.
  4. Click the edit icon-edit2.png icon.
  5. Edit the information.
  6. Click Save.

Edit Project Information from Project Details

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name.
  4. On the Overview tab, locate the 'Information' section and click Edit.
  5. Edit the information.
  6. Click Save.

See Also