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Procore

Bulk Delete People in Workforce Planning

Objective

To bulk delete people in Workforce Planning.

Background

For projects using Workforce Planning and Field Productivity Tools, you can your workforce using the People tool in Workforce Planning. The people you add here can be used for workforce assignments, as well as in the Crews, and the Timesheets tools.

Things to Consider

  • Required User Permissions:
  • Additional Information
    • When you bulk delete a person that has a workforce assignment in progress, their assignment's end date is updated to the day the person is deleted.
    • Admins in Workforce Planning cannot be deleted.
    • If data syncs are enabled:

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click People and select People List.
  3. Mark the checkboxes of the people you want to delete.
  4. Click Batch Actions and select Batch Delete.
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  5. Review the assignments that are 'Valid' or have 'Conflicts'.
  6. Click Delete.