Delete or Inactivate People in Workforce Planning
Objective
To delete or inactivate a person for Workforce Planning.
Background
For projects using Workforce Planning, you can inactivate or delete people from your workforce using the People List in Workforce Planning.
Things to Consider
- Required User Permissions:
- Additional Information
- Deleting a person permanently removes all their history and data from Workforce Planning.
- People marked as 'Inactive' can not be assigned to workforce assignments, but remain in Workforce Planning for record keeping purposes.
- If data syncs are enabled:
- People marked as inactive or deleted in Workforce Planning are made 'Inactive' in Procore's Company Directory.
Note: It typically takes one hour for people inactivated or deleted in Workforce Planning to be inactivated in the Company Directory. See Why do I see people in Workforce Planning, but not Procore?
Steps
You can:
Inactivate a Person in Workforce Planning
- Navigate to the Company level Workforce Planning tool.
- Click People and select People List
- Locate the user record to modify. Then click their name.
- Locate the 'Info' section and click Edit.
- Under 'Status', select Inactive.
- Click Save.
Note: The person is marked as 'Inactive' in both Workforce Planning and Procore's Company Directory.
Delete a Person in Workforce Planning
- Navigate to the Company level Workforce Planning tool.
- Click People and select People List
- Locate the user record to modify. Then click their name.
- Locate the 'Delete Person' section and click Delete.
- Enter the word 'Yes' to confirm deletion.
- Click Delete.
Note: The person is deleted from Workforce Planning and marked as 'Inactive' in Procore's Company Directory.