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.
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Learn which user permissions are required to take the described actions in this tool.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level set in the company's Permissions tool.
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?
Action | None | Read Only | Standard | Admin | Notes |
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Add Attachments for People in Workforce Planning |
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Add Attachments for Projects in Workforce Planning |
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Add People to Workforce Planning |
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Add or Edit Custom Fields for People in Workforce Planning |
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Add or Edit Custom Fields for Projects in Workforce Planning |
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Add or Edit Sensitive Custom Fields for People in Workforce Planning |
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Add or Edit Sensitive Custom Fields for Projects in Workforce Planning |
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Add or Edit Custom Fields for a Workforce Assignment |
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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 |
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Add or Edit Custom Fields for Workforce Requests You Created |
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Add or Edit Tags for People |
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Add or Edit Tags for Projects in Workforce Planning |
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Add Wage Overrides in Workforce Planning |
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Assign Project Roles for Workforce Planning |
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Assign or Edit a User's Notification Profile in Workforce Planning |
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Bulk Delete People in Workforce Planning |
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Bulk Delete Projects in Workforce Planning |
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Bulk Delete Time Off in Workforce Planning |
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Bulk Delete Workforce Assignments |
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Bulk Delete Any Workforce Requests |
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Bulk Delete Workforce Requests You Created |
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Bulk Edit People in Workforce Planning |
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Bulk Edit Projects in Workforce Planning |
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Bulk Edit Workforce Assignments |
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Bulk Edit Any Workforce Request |
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Bulk Edit Workforce Requests You Created Web |
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Change a Person's User Type in Workforce Planning |
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Change a User's Permission Template in Workforce Planning |
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Configure Assignment and Request Statuses for Workforce Planning |
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Configure Company Details in Workforce Planning |
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Configure Costing in Workforce Planning |
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Configure Custom Fields for Workforce Planning |
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Configure Default Assignment Alerts for Workforce Planning |
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Configure Groups for Workforce Planning |
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Configure Integration Settings for Workforce Planning |
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Users must be assigned the 'Admin' permissions template in Workforce Planning. | |
Configure Job Titles for Workforce Planning |
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Configure Notification Profiles for Workforce Planning |
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Configure QR Codes for Workforce Planning |
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Configure Sensitive Fields for Workforce Planning |
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Configure Tags for Workforce Planning |
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Create Custom Assignment Alerts for Projects |
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Create Labor Plan |
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Create Notes About People in Workforce Planning |
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Create Notes About Projects in Workforce Planning |
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Create Permissions Templates for Workforce Planning |
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Create Project Categories for Workforce Planning |
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Create Projects in Workforce Planning |
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Create QR Codes for People |
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Create QR Codes for Projects in Workforce Planning |
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Create Saved Reports in Workforce Planning |
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Create Saved Views for Assignments in Workforce Planning |
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Create Saved Views for the People List in Workforce Planning |
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Create Saved Views for Requests in Workforce Planning |
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Create Saved Views for Time Off in Workforce Planning |
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Create Saved Views for the Totals Dashboard in Workforce Planning |
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Create Time Off in Workforce Planning |
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Create Workforce Assignments Using Rapid Assign |
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Create a Workforce Assignment |
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Create a Workforce Request |
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Delete Messages for Workforce Planning |
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Delete Scheduled Assignment Alerts for Workforce Planning |
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Delete Permissions Templates |
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Delete Time Off in Workforce Planning |
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Delete a Workforce Assignment |
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Delete Any Workforce Request |
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Delete a Workforce Request You Created |
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Delete People in Workforce Planning |
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Delete a Project in Workforce Planning |
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Edit Assignment Alerts for Workforce Planning |
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Edit Attachments for People in Workforce Planning |
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Edit Attachments for Projects in Workforce Planning |
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Edit Messages for Workforce Planning |
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Edit or Delete Saved Reports in Workforce Planning |
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Edit or Delete Saved Views for Assignments in Workforce Planning |
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Edit or Delete Saved Views for the People List in Workforce Planning |
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Edit or Delete Saved Views for Requests in Workforce Planning |
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Edit or Delete Saved Views for Time Off in Workforce Planning |
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Edit or Delete Saved Views for the Totals Dashboard in Workforce Planning |
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Edit People in Workforce Planning |
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Edit Permissions Templates for Workforce Planning |
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Edit Project Details in Workforce Planning |
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Edit Time Off in Workforce Planning |
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Edit Wage Overrides in Workforce Planning |
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Edit a Workforce Assignment |
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Edit Any Workforce Request |
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Edit a Workforce Request You Created |
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End a Workforce Assignment |
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Export the Assignment History Report |
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Export the Assignments Gantt |
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Export the Availability Look-Ahead Report |
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Export the People List |
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Export the Project List |
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Export the Tags Requiring Action Report |
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Export the Time Off List |
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Export the Totals Dashboard |
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Export the Assignments List |
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Export the Workforce Report |
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Export the Workforce Request List |
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Fill a Workforce Request |
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To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
Inactivate People in Workforce Planning |
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Inactivate a Project in Workforce Planning |
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Manage Archived Messages for Workforce Planning |
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Manage Your Inbox for Workforce Planning |
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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 |
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Respond to Assignment Alerts for Workforce Planning |
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Respond to a Workforce Planning Message |
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Search and Filter the Assignments Gantt |
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Search and Filter the Totals Dashboard |
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Search, Sort, and Filter People on the Assignments Boards |
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Search, Sort, and Filter Projects on the Assignments Boards |
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Search, Sort, and Filter the People List |
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Search, Sort, and Filter the Project List |
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Search, Sort, and Filter the Time Off List |
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Search, Sort, and Filter the Workforce Requests List |
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Send Assignment Alerts in Workforce Planning |
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Send a Message for Workforce Planning |
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Set Up Your SMS and Email Signature in Workforce Planning |
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Shift Dates for a Future Project |
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Sort and Filter the Workforce Assignments List |
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View Activity about a Person in Workforce Planning |
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View Activity about a Project in Workforce Planning |
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View and Configure the Project Workforce Graph |
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View Assignment Alerts for Workforce Planning |
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View Attachments for People in Workforce Planning |
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View Attachments for Projects in Workforce Planning |
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View Messages for Workforce Planning |
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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 |
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View People Details in Workforce Planning |
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View Read Receipts for Messages for Workforce Planning |
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To see messages in Workforce Planning, the message must have been sent with the 'Shared' checkbox marked. | |
View Sensitive Sensitive Custom Fields for People in Workforce Planning |
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View Sensitive Sensitive Custom Fields for Projects in Workforce Planning |
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View Tag Attachments for Projects |
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View Tag Expiration Dates and Attachments for People |
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View Time Off in Workforce Planning |
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View the Activity Dashboard |
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View the Assignments Boards |
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View the Assignments Gantt |
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View the Map Dashboard |
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View the People List |
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View the Projects List |
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View the Time Off List |
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View the Totals Dashboard |
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View the Workforce Assignments List |
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View the Workforce Requests List |
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View Wage Overrides in Workforce Planning |
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Below are the notable changes to the Company level Workforce Planning tool.
Creating a labor plan helps to visualize you labor and forecasting needs, and allows you to simplify project setup by bulk creating workforce requests. You can create a labor plan from the Project Details and Assignments Gantt. After you have created your labor plan and filled your workforce requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt. See Create a Labor Plan.
Tags for people and projects are supported when passing data from your system of record to Workforce Planning. See Workforce Planning Data Mapping.
Read receipts are available for messages sent to an individual in Workforce Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LaborChart mobile app. See View Read Receipts for Messages.
For companies that have Workforce Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Workforce Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?
When you make updates in the People List in the Workforce Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Workforce Planning?
The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action, and includes improved sorting and filtering. See the 'Time Off' section in Workforce Planning User Guide.
You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.
You can now filter by custom fields on for people on the Totals Dashboard. This change gives you greater flexibility when viewing your assignments and requests on the Totals Dashboard. See Search and Filter the Totals Dashboard.
On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and View the Projects List.
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.
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.
You can now view Time Off in the Totals Dashboard in the 1-8 week views. See View the Totals Dashboard.
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.
Procore has added new start and end date filters to the Time Off List. See Search, Sort, and Filter the Time Off List.
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.
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.
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.
You can now sort the Assignments List by any column. See Sort and Filter the Workforce Assignments List.
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.
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.