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Manage Resource Planning Attachments for People

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Objective

To add, view, or delete attachments for people managed in Resource Planning.

Background

For projects using Resource Planning, you can attach documents to people's profile information.

Things to Consider

  • Required User Permissions
  • By default, notes can be viewed by anyone with permissions to 'View People Attachments'.
  • Deleting attachments is permanent and cannot be recovered by Procore.

Steps

When managing attachments, you can take the following actions from the following tools:

Manage Attachments from the Resource Planning Tool

Add Attachments from Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Attachments' section.
  5. Click Add Attachments.
  6. Select the file to upload.
  7. Click Save.

View Attachments from Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Attachments' section.
  5. Click the attachment name.
  6. Click Download.
  7. Open the downloaded file locally on your device.

Delete Attachments from Resource Planning

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Attachments' section.
  5. Click Edit.
  6. Click the X next to the attachment.
  7. Click Remove File to confirm.

Manage Attachments from the Company Directory

Add Attachments from the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click Add Attachments in the 'Attachments' section.
  7. Select the file to upload.
  8. Click Save.

View Attachments from the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click the attachment name in the 'Attachments' section.
  7. Click Download.
  8. Open the downloaded file locally on your device.

Delete Attachments from the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click Edit in the 'Attachments' section.
  7. Click the X next to the attachment to remove the attachment.