Import Resource Planning Data
Objective
To import data into the Resource Planning tool.
Background
The Resource Planning tool at the Company level is Procore’s construction resource management solution that provides real-time insight into your job assignments and availability.
To set up your Resource Planning tool, Procore offers a data import to set up your projects, employees, and more. While only certain fields are required, it's recommended to fill out as much information as accurately as possible for the most complete setup.
Things to Consider
- Required User Permissions
- No special characters (~`!@#$%^&*()_{[}]|:;“‘<,>.?/)
Prerequisites
Steps
- Navigate to the Company level Resource Planning tool.
- Click the Configure Settings
icon. - Click Data Upload.
- Click Upload Files and select the prepared Resource Planning import template. Then click Open.
OR
Drag and drop the prepared Resource Planning import template from your desktop to the 'Drag and Drop' section. - Click Save.