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Procore

Workforce Planning

Strategically build the skills of less-experienced workers and retain the skilled ones you already have with easy-to-manage certification and skill set tracking. Simplify the way you schedule, forecast, communicate, and collaborate with your people using cloud-based tools that eliminate whiteboards and spreadsheets. Maintain an undeniable advantage to stay on schedule and budget with technology that helps you identify the right people for the right job at the right time.

  • Replace time-wasting calls, emails, meetings, and spreadsheets with digital labor scheduling.
  • Simplify office and field communications with a single source of truth.
  • Break down data silos with easily accessible people and project information.
  • Get a full understanding of your most important asset—your people.
  • Confidently make informed decisions about your projects and people.
  • Gain insight into how each job aligns with each plan.

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Workforce Planning
 Tip

To browse and search all Procore training videos, visit our video library.

Prepare Data for Import to the Workforce Planning Tool
 
Create a Workforce Assignment
 
Create a Workforce Request
 
Manage Alerts
 
Manage Messages
 
Manage People
 
Manage Projects
 
Manage Time Off
 

Workforce Planning 

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level set in the company's Permissions tool.

icon-mindtouch-table-check.png Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Workforce Planning tool.

See What granular permissions are available for the company's Workforce Planning tool?

 Important
  • In Workforce Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool. 
    • There are four standard permissions templates in Workforce Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
    • The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Workforce Planning tool.
  • This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
 
Action None Read Only Standard Admin Notes

Add Attachments for People in Workforce Planning

 Web

 

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  • Edit People Attachments

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  • Edit People Attachments

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  • Edit People Attachments
 

Add Attachments for Projects in Workforce Planning

 Web

 

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  • Edit Project Attachments

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  • Edit Project Attachments

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  • Edit Project Attachments
 

Add People to Workforce Planning

 Web

 

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  • Create People

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  • Create People

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  • Create People
 

Add or Edit Custom Fields for People in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Add or Edit Custom Fields for Projects in Workforce Planning

 Web

 

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  • Edit Project Details

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  • Edit Project Details

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  • Edit Project Details
 

Add or Edit Sensitive Custom Fields for People in Workforce Planning

 Web

 

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  • Edit People Details
    AND
  • Edit People Sensitive Fields

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  • Edit People Details
    AND
  • Edit People Sensitive Fields

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  • Edit People Details
    AND
  • Edit People Sensitive Fields
 

Add or Edit Sensitive Custom Fields for Projects in Workforce Planning

 Web

 

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  • Edit Project Details
    AND
  • Edit Project Sensitive Fields

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  • Edit Project Details
    AND
  • Edit Project Sensitive Fields

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  • Edit Project Details
    AND
  • Edit Project Sensitive Fields
 

Add or Edit Custom Fields for a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
To send assignment alerts to assignees when making assignments, users also need the  'Create/Edit/Delete Alerts' granular permission.

Add or Edit Custom Fields for Any Workforce Request

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests
 

Add or Edit Custom Fields for Workforce Requests You Created

 Web

 

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     
 

Add or Edit Tags for People

 Web

 

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  • Edit People Tags

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  • Edit People Tags

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  • Edit People Tags
 

Add or Edit Tags for Projects in Workforce Planning

 Web

 

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  • Edit Project Tags

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  • Edit Project Tags

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  • Edit Project Tags
 

Add Wage Overrides in Workforce Planning

 Web

 

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides
 

Assign Project Roles for Workforce Planning

 Web

 

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  • Edit Project Roles

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  • Edit Project Roles

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  • Edit Project Roles
 

Assign or Edit a User's Notification Profile in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Bulk Delete People in Workforce Planning

 Web

 

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  • Delete People

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  • Delete People

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  • Delete People
 

Bulk Delete Projects in Workforce Planning

 Web

 

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  • Delete Projects

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  • Delete Projects

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  • Delete Projects
 

Bulk Delete Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Bulk Delete Workforce Assignments

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Bulk Delete Any Workforce Requests

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests
 

Bulk Delete Workforce Requests You Created

 Web

 

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     
 

Bulk Edit People in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Bulk Edit Projects in Workforce Planning

 Web

 

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  • Edit Project Details

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  • Edit Project Details

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  • Edit Project Details
 

Bulk Edit Workforce Assignments

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Bulk Edit Any Workforce Request

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests
 

Bulk Edit Workforce Requests You Created

 Web
 

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     

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  • Create/Edit/Delete Own Requests
     
 

Change a Person's User Type in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Change a User's Permission Template in Workforce Planning

 Web

 

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  • Edit People Permissions and Type

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  • Edit People Permissions and Type

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  • Edit People Permissions and Type
 

Configure Assignment and Request Statuses for Workforce Planning

 Web

 

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  • Edit Status Settings

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  • Edit Status Settings

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  • Edit Status Settings
 

Configure Company Details in Workforce Planning

 Web

 

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  • Edit Company Settings

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  • Edit Company Settings

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  • Edit Company Settings
 

Configure Costing in Workforce Planning

 Web

 

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  • Edit Costing Settings

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  • Edit Costing Settings

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  • Edit Costing Settings
 

Configure Custom Fields for Workforce Planning

 Web

 

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  • Edit Custom Field Settings

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  • Edit Custom Field Settings

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  • Edit Custom Field Settings
 

Configure Default Assignment Alerts for Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Configure Groups for Workforce Planning

 Web

 

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  • Edit Group Settings

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  • Edit Group Settings

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  • Edit Group Settings
 

Configure Integration Settings for Workforce Planning

 Web

 

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Users must be assigned the 'Admin' permissions template in Workforce Planning.

Configure Job Titles for Workforce Planning

 Web

 

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  • Edit Job Title Settings

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  • Edit Job Title Settings

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  • Edit Job Title Settings
 

Configure Notification Profiles for Workforce Planning

 Web

 

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  • Edit Notifications Settings

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  • Edit Notifications Settings

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  • Edit Notifications Settings
 

Configure QR Codes for Workforce Planning

 Web

 

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  • Edit QR Code Settings

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  • Edit QR Code Settings

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  • Edit QR Code Settings
 

Configure Sensitive Fields for Workforce Planning

 Web

 

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  • Edit Permission Settings

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  • Edit Permission Settings

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  • Edit Permission Settings
 

Configure Tags for Workforce Planning

 Web

 

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  • Edit People Tags

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  • Edit People Tags

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  • Edit People Tags
 

Create Custom Assignment Alerts for Projects

 Web

 

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  • Edit Project Custom Alert

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  • Edit Project Custom Alert

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  • Edit Project Custom Alert
 

Create Notes About People in Workforce Planning

 Web

 

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  • Edit People Notes

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  • Edit People Notes

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  • Edit People Notes
 

Create Notes About Projects in Workforce Planning

 Web

 

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  • Edit Project Notes

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  • Edit Project Notes

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  • Edit Project Notes
 

Create Permissions Templates for Workforce Planning

 Web

 

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  • Edit Permissions Settings

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  • Edit Permissions Settings

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  • Edit Permissions Settings
 

Create Project Categories for Workforce Planning

 Web

 

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  • Edit Project Categories

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  • Edit Project Categories

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  • Edit Project Categories
 

Create Projects in Workforce Planning

 Web

 

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  • Create Projects

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  • Create Projects

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  • Create Projects
 

Create QR Codes for People

 Web

 

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  • Edit QR Code Settings

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  • Edit QR Code Settings

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  • Edit QR Code Settings
 

Create QR Codes for Projects in Workforce Planning

 Web

 

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  • Edit QR Code Settings

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  • Edit QR Code Settings

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  • Edit QR Code Settings
 

Create Saved Reports in Workforce Planning

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Create Saved Views for Assignments in Workforce Planning

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Create Saved Views for the People List in Workforce Planning

 Web

 

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  • View People

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  • View People

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  • View People
 

Create Saved Views for Requests in Workforce Planning

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

Create Saved Views for Time Off in Workforce Planning

 Web

 

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  • View Time Off

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  • View Time Off

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  • View Time Off
 

Create Saved Views for the Totals Dashboard in Workforce Planning

 Web

 

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  • Access to Totals Page

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  • Access to Totals Page

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  • Access to Totals Page
 

Create Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Create Workforce Assignments Using Rapid Assign

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Create a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Create a Workforce Request

 Web

 

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  • Create/Edit/Delete Own Requests

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  • Create/Edit/Delete Own Requests

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  • Create/Edit/Delete Own Requests
 

Delete Messages for Workforce Planning

 Web

 

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Delete Scheduled Assignment Alerts for Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Delete Permissions Templates

 Web

 

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  • Edit Permissions Settings

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  • Edit Permissions Settings

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  • Edit Permissions Settings
 

Delete Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Delete a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Delete Any Workforce Request

 Web

 

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  • Create/Edit/Delete Others Requests

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  • Create/Edit/Delete Others Requests

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  • Create/Edit/Delete Others Requests
 

Delete a Workforce Request You Created

 Web

 

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  • Create/Edit/Delete Own Requests

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  • Create/Edit/Delete Own Requests

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  • Create/Edit/Delete Own Requests
 

Delete People in Workforce Planning

 Web

 

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  • Delete People​​​​​​

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  • Delete People

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  • Delete People
 

Delete a Project in Workforce Planning

 Web

 

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  • Delete Projects

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  • Delete Projects

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  • Delete Projects
 

Download the Time Off List

 Web

 

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  • View People Time Off

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  • View People Time Off

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  • View People Time Off
 

Edit Assignment Alerts for Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Edit Attachments for People in Workforce Planning

 Web

 

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  • Edit People Attachments

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  • Edit People Attachments

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  • Edit People Attachments
 

Edit Attachments for Projects in Workforce Planning

 Web

 

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  • Edit Project Attachments

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  • Edit Project Attachments

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  • Edit Project Attachments
 

Edit Messages for Workforce Planning

 Web

 

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  • Create Messages

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  • Create Messages

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  • Create Messages
 

Edit or Delete Saved Reports in Workforce Planning

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Edit or Delete Saved Views for Assignments in Workforce Planning

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Edit or Delete Saved Views for the People List in Workforce Planning

 Web

 

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  • View People

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  • View People

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  • View People
 

Edit or Delete Saved Views for Requests in Workforce Planning

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

Edit or Delete Saved Views for Time Off in Workforce Planning

 Web

 

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  • View Time Off

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  • View Time Off

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  • View Time Off
 

Edit or Delete Saved Views for the Totals Dashboard in Workforce Planning

 Web

 

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  • Access to Totals Page

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  • Access to Totals Page

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  • Access to Totals Page
 

Edit People in Workforce Planning

 Web

 

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  • Edit People Details

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  • Edit People Details

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  • Edit People Details
 

Edit Permissions Templates for Workforce Planning

 Web

 

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  • Edit Permissions Settings

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  • Edit Permissions Settings

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  • Edit Permissions Settings
 

Edit Project Details in Workforce Planning

 Web

 

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details
 

Edit Time Off in Workforce Planning

 Web

 

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  • Edit People Time Off

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  • Edit People Time Off

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  • Edit People Time Off
 

Edit Wage Overrides in Workforce Planning

 Web

 

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides
 

Edit a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Edit Any Workforce Request

 Web

 

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests

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  • Edit/Delete Others Requests
 

Edit a Workforce Request You Created

 Web

 

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  • Edit/Delete Own Requests

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  • Edit/Delete Own Requests

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  • Edit/Delete Own Requests
 

End a Workforce Assignment

 Web

 

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments

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  • Create/Edit/Delete Assignments
 

Export the Assignment History Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Assignments Gantt

 Web

 

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data
 

Export the Availability Look-Ahead Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the People List

 Web

 

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  • View People
    AND
  • Allow Exporting Data

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  • View People
    AND
  • Allow Exporting Data

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  • View People
    AND
  • Allow Exporting Data
 

Export the Project List

 Web

 

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  • View Projects
    AND
  • Allow Exporting Data

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  • View Projects
    AND
  • Allow Exporting Data

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  • View Projects
    AND
  • Allow Exporting Data
 

Export the Tags Requiring Action Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Time Off List

 Web

 

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  • View Time Off
    AND
  • Allow Exporting Data

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  • View Time Off
    AND
  • Allow Exporting Data

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  • View Time Off
    AND
  • Allow Exporting Data
 

Export the Totals Dashboard

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Assignments List

 Web

 

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data
 

Export the Workforce Report

 Web

 

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  • Allow Exporting Data

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  • Allow Exporting Data

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  • Allow Exporting Data
 

Export the Workforce Request List

 Web

 

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data

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  • View Assignments
    AND
  • Allow Exporting Data
 

Fill a Workforce Request

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'.

Inactivate People in Workforce Planning

 Web

 

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  • Edit People​​​​​​ Details

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  • Edit People​​​​​​ Details

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  • Edit People​​​​​​ Details
 

Inactivate a Project in Workforce Planning

 Web

 

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details
 

Manage Archived Messages for Workforce Planning

 Web

 

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Manage Your Inbox for Workforce Planning

 Web

 

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Receive Messages Sent from Workforce Planning via Email  People must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. See Edit People in Workforce Planning.
Receive Messages Sent from Workforce Planning via Email  People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. See Edit People in Workforce Planning.

Remove Wage Overrides in Workforce Planning

 Web

 

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides

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  • Edit Project Wage Overrides
 

Respond to Assignment Alerts for Workforce Planning

 Web

  • To receive alerts via email, recipients must have the 'Enable Email' checkbox selected, and an 'Email Address' entered on their Workforce Planning profile. 
  • To receive alerts via SMS, recipients must have the 'Enable SMS' checkbox selected, and a 'Phone Number' entered on their Workforce Planning profile. 
  • To receive alerts through the Workforce Planning/LaborChart mobile app, recipients must have the 'Enable Mobile Notifications' checkbox marked on their Workforce Planning profile.

Respond to a Workforce Planning Message

 Web

 

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  • Create Messages

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  • Create Messages

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  • Create Messages
 

Search and Filter the Assignments Gantt

 Web

 

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  • Access to Gantt Page

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  • Access to Gantt Page

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  • Access to Gantt Page
 

Search and Filter the Totals Dashboard

 Web

 

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  • Access to Totals Page

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  • Access to Totals Page

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  • Access to Totals Page
 

Search, Sort, and Filter People on the Assignments Boards

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Search, Sort, and Filter Projects on the Assignments Boards

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

Search, Sort, and Filter the People List

 Web

 

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  • View People

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  • View People

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  • View People
 

Search, Sort, and Filter the Project List

 Web

 

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  • View Projects

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  • View Projects

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  • View Projects
 

Search, Sort, and Filter the Time Off List

 Web

 

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  • View People Time Off

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  • View People Time Off

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  • View People Time Off
 

Search, Sort, and Filter the Workforce Requests List

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

Send Assignment Alerts in Workforce Planning

 Web

 

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts

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  • Create/Edit/Delete Alerts
 

Send a Message for Workforce Planning

 Web

 

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  • Create Message

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  • Create Message

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  • Create Message
 

Set Up Your SMS and Email Signature in Workforce Planning

 Web

 

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Shift Dates for a Future Project

 Web

 

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details

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  • Edit Project​​​​​​ Details
 

Sort and Filter the Workforce Assignments List

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

View Activity about a Person in Workforce Planning

 Web

 

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  • View People Activity

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  • View People Activity

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  • View People Activity
 

View Activity about a Project in Workforce Planning

 Web

 

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  • View Project Activity

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  • View Project Activity

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  • View Project Activity
 

View and Configure the Project Workforce Graph

 Web

 

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  • View Projects

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  • View Projects

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  • View Projects
 

View Assignment Alerts for Workforce Planning

 Web

 

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  • View Alerts

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  • View Alerts

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  • View Alerts
 

View Attachments for People in Workforce Planning

 Web

 

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  • View People Attachments

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  • View People Attachments

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  • View People Attachments
 

View Attachments for Projects in Workforce Planning

 Web

 

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  • View Projects Attachments

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  • View Projects Attachments

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  • View Projects Attachments
 

View Messages for Workforce Planning

 Web

 

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To see messages in Workforce Planning, the message must have been sent with the 'Shared' checkbox marked.

View Notifications in Workforce Planning

 Web

 

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View People Details in Workforce Planning

 Web

 

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  • View People

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  • View People

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  • View People
 

View Tag Attachments for Projects

 Web

 

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  • View People Attachments

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  • View People Attachments

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  • View People Attachments
 

View Tag Expiration Dates and Attachments for People

 Web

 

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  • View People Tags

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  • View People Tags

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  • View People Tags
 

View Time Off in Workforce Planning

 Web

 

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  • View People Time Off

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  • View People Time Off

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  • View People Time Off
 

View Sensitive Sensitive Custom Fields for People in Workforce Planning

 Web

 

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  • View People Sensitive Fields

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  • View People Sensitive Fields

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  • View People Sensitive Fields
 

View Sensitive Sensitive Custom Fields for Projects in Workforce Planning

 Web

 

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  • View Project Sensitive Fields

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  • View Project Sensitive Fields

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  • View Project Sensitive Fields
 

View the Activity Dashboard

 Web

 

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  • View People Activity
    AND/OR
  • View Project Activity

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  • View People Activity
    AND/OR
  • View Project Activity

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  • View People Activity
    AND/OR
  • View Project Activity
 

View the Assignments Boards

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

View the Assignments Gantt

 Web

 

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  • View Assignments
    AND

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  • View Assignments
    AND

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  • View Assignments
    AND
 

View the Map Dashboard

 Web

 

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  • Access to Map page

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  • Access to Map page

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  • Access to Map page
 

View the People List

 Web

 

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View the Projects List

 Web

 

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View the Time Off List

 Web

 

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View the Totals Dashboard

 Web

 

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  • Access to Totals page

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  • Access to Totals page

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  • Access to Totals page
 

View the Workforce Assignments List

 Web

 

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  • View Assignments

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  • View Assignments

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  • View Assignments
 

View the Workforce Requests List

 Web

 

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  • View Requests

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  • View Requests

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  • View Requests
 

View Wage Overrides in Workforce Planning

 Web

 

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  • View Project Wage Overrides

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  • View Project Wage Overrides

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  • View Project Wage Overrides
 

 

Below are the notable changes to the Company level Workforce Planning tool.

Recent Changes 

Shift Project Dates for a Future Project (02/01/2024)

Workforce Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates for a Future Project.

Filter the Totals Dashboard by Job Title (11/30/2023)

The Job Title filter has been added to the totals page, allowing you to see totals by job title. See Search and Filter the Totals Dashboard.

View Time Off in the Totals Dashboard (11/28/2023)

You can now view Time Off in the Totals Dashboard in the 1-8 week views. See View the Totals Dashboard.

Project Role Dynamic Tokens for Default Assignment Alerts (09/26/2023)

Procore has added dynamic tokens for project roles in assignment alerts. Dynamic tokens are place holders that are filled with information from the project's details. When creating default assignment alerts, you can include information about the people with roles on the project including their name, role, email address and phone number. See Configure Default Assignment Alerts for Workforce Planning.

 Start and End Filters on Time Off List (09/12/2023)

Procore has added new start and end date filters to the Time Off List. See Search, Sort, and Filter the Time Off List.

Resource Bench Automatically Refreshes on Assignment Boards (09/06/2023)

When making an assignment Assignment Boards page, the resource bench now automatically refreshes when you click Save or Save and Alert. See Create a Workforce Assignment.

New Filters on the Time Off List (09/05/2023)

The Time Off List now only shows current or future time off for active users. You can use the new 'Past Time Off' filter to see time off that has already taken place, and the new Person Status filter to see time off for inactive users. See Search, Sort, and Filter the Time Off List.

If data syncing is enabled between Procore Core tools and Workforce Planning, there is now a link between the person's profile in Workforce Planning and the Company directory. When you click the link in Workforce Planning, you will be taken to the person's profile in the Company level Directory. See View People Details in Workforce Planning.

View Time Off In Line with Assignments on the Gantt View (08/29/2023)

When viewing projects on the Assignments Gantt, you can see time off in line with assignments. When a user has multiple assignments on the Gantt Project view, time off will display across all the user's assignments. PDF exports, both portrait and landscape, now show time off when exporting from the Gantt Project view. See View the Assignments Gantt and Export the Assignments Gantt.

Project-specific Assignment Board and Gantt Views (08/25/2023)

You can now navigate to a project-specific Assignment Board or Gantt view when viewing the project details. See View the Assignments Boards and View the Assignments Gantt.

Sort Assignments List by Any Column (08/21/2023)

You can now sort the Assignments List by any column. See Sort and Filter the Workforce Assignments List.

New Employee Information on Look Ahead Report (08/08/2023)

State/Province information is now available in the Look Ahead Report, helping you better understand the location of your employees. See Export the Availability Look Ahead Report.

New Information on Assignments Gantt (07/25/2023) 

When viewing the Assignments Gantt page, you can now see project information, such as daily start and end times, project tags, and wage override information. Additionally, you can configure your Gantt page settings to display job titles and filter for job title as well. See View the Assignments Gantt and Search and Filter the Assignments Gantt.