View People Details in Resource Planning

Things to Consider

  • Required User Permissions

  • Only people added in Resource Planning are shown in the People List tool.

  • If data syncs are enabled:

    • For projects using Resource Planning, users and contacts MUST be added using the People List tool in Resource Planning. People added in the Company Directory will NOT be available for Resource Planning.

    • To see what information is added to the Company Directory, see What people information is synced between Resource Planning and the Procore Company Directory?

    • The People List tool allows you to save additional information that does not appear in the Company Directory.

Prerequisites

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Select the person.

    1. Click People and select People List.

    2. Click Assignments and click Assignment List or Gantt (Beta).

  3. Click the person's name to view their details.

    • Click the Overview tab to view their general information.

    • Click the Assignments tab to view their current, past, and future assignments.

    • Click the Notes to view notes about the them.

    • Click the Time Off tab to view their past and future time off.

    • Click the Activity tab to see Resource Planning activity related to them.'

       Tip
      If data syncs are enabled, the link Icon Link icon indicates that the person is synced to a user in your Company level Directory. You can click the link Icon Link icon to see the user's record in the Company level Directory.

See Also