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Manage Attachments for People in Resource Planning

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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 manage your team using the People List. You can attach documents associated with members of your team.

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.
  • If data syncs are enabled:
    • Attachments are NOT attached to user or contact profiles in the Company Directory.

Steps

When managing attachments, you can take the following actions:

Add Attachments

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Locate the person's record to modify. Then click their name.
  4. Locate the 'Attachments' section and click Upload Files.
  5. Select the file to upload.
  6. Click Upload.

View Attachments

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Locate the person's record to modify. Then click their name.
  4. Locate the 'Attachments' section click the attachment you want to view.
  5. Click Download.
  6. Open the downloaded file locally on your device.

Delete Attachments

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Locate the person's record to modify. Then click their name.
  4. Locate the 'Attachments' section.
  5. Click the Delete icon-delete-wfp.png icon
  6. Click Remove File.