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

View People

Grants users the privilege to see people in Resource Planning.

Edit People Details

Grants users the privilege to update people in Resource Planning.

Edit People Permissions and Type

Grants users the privilege to edit a person's permission level and type.

View People Sensitive Fields

Grants users the privilege to view a person's sensitive fields. See What is a 'sensitive field' in Resource Planning?

Edit People Sensitive Fields

Grants users the privilege to a person's edit sensitive fields. See What is a 'sensitive field' in Resource Planning?

View People Tags

Grants users the privilege to view a person's tags.

Edit People Tags

Grants users the privilege to edit a person's tags.

View People Attachments

Grants users the privilege to view a person's attachments.

Edit People Attachments

Grants users the privilege to edit a person's attachments.

View People Time Off

Grants users the privilege to view a person's time off.

Edit People Time Off

Grants users the privilege to edit a person's time off.

View People Notes

Grants users the privilege to view a person's notes.

Edit People Notes

Grants users the privilege to edit a person's notes.

View People Activity

Grants users the privilege to view a person's activity.

Delete People

Grants users the privilege to delete someone from Resource planning. Note: People who are deleted in Resource Planning will be marked as 'Inactive' in Procore's company directory.

Create People

View Projects

Grants users the privilege to view projects in Resource Planning.

View Unassociated Projects

Grants users the privilege to view all projects, including projects that they are not associated with. Note: A user is associated with a project if they are assigned to the project, have a project role on the project, or created the project.

Edit Project Details

Grants users the privilege to edit project details.

View Project Sensitive Fields

Grants users the privilege to view a project's sensitive fields. See What is a 'sensitive field' in Resource Planning?

Edit Project Sensitive Fields

Grants users the privilege to edit a project's sensitive fields. See What is a 'sensitive field' in Resource Planning?

View Project Tags

Grants users the privilege to view a project's tags.

Edit Project Tags

Grants users the privilege to edit a project's tags.

View Project Attachments

Grants users the privilege to a project's attachments.

Edit Project Attachments

Grants users the privilege to edit a project's attachments.

Edit Project Categories

Grants users the privilege to edit a project's categories.

View Project Roles

Grants users the privilege to view project roles on a project.

Edit Project Roles

Grants users the privilege to edit project roles on a project.

View Project Wage Overrides

Grants users the privilege to view wage overrides on a project.

Edit Project Wage Overrides

Grants users the privilege to edit wage overrides on a project.

Edit Project Custom Alert

Grants users the privilege to edit a project custom alert. See Create Custom Assignment Alerts for Projects.

View Project Default Recipients

Grants users the privilege to view a project's default recipients for custom assignment alerts.

Edit Project Default Recipients

Grants users the privilege to edit a project's default recipients for custom assignment alerts.

View Project Notes

Grants users the privilege to view a project's notes.

Edit Project Notes

Grants users the privilege to edit a project's notes.

Delete Projects

Grants users the privilege to delete projects. Note: Users should only delete projects if Resource Planning is your company's system of record for project management. For more information about how project sync between Procore and Resource Planning, see What project information is synced between Resource Planning and Procore Projects?

Create Projects

Grants users the privilege to create projects in Resource Planning. Note: Users should only create projects if Resource Planning is your company's system of record for project management. For more information about how project sync between Procore and Resource Planning, see What project information is synced between Resource Planning and Procore Projects?

View Requests

Grants users the privilege to view resource requests.

Create/Edit/Delete Own Requests

Grants users the privilege to create, edit, or delete their own resource requests.

Edit/Delete Others Requests

Grants users the privilege to edit or delete resource requests created by others.

View Request Comments

Grants users the privilege to view comments on resource requests.

View Assignments

Grants users the privilege to view resource assignments.

Create/Edit/Delete Assignments

Grants users the privilege to create, edit, or delete resource assignments.

Can View All Statuses

Grants users the privilege to view all request and assignment statuses. See Configure Assignment and Request Statuses for Resource Planning.

Allow Exporting Data

Grants users the privilege to download and export data throughout Resource Planning.

Access to Map Page

Grants users the privilege to access the Map Dashboard.

Access to Gantt Page

Grants users the privilege to access Assignments Gantt.

Access to Gantt Page

Grants users the privilege to the Totals Dashboard.

Create Messages

Grants users the privilege to create communications in Resource Planning.

View Alerts

Grants users the privilege to view assignment alerts and responses in Resource Planning. See What is an assignment alert in Resource Planning?

Create/Edit/Delete Alerts

Grants users the privilege to send assignment alerts. See What is an assignment alert in Resource Planning?

View Project Financials

Grants users the privilege to view financial information about projects within the Resource Planning tool.

View People Financials.

Grants users the privilege to view financial information about people within the Resource Planning tool.

View Company Settings

Grants users the privilege to view company settings.

Edit Company Settings

Grants users the privilege to edit company settings.

View Permission Settings

Grants users the privilege to view permission settings.

Edit Permission Settings

Grants users the privilege to edit permission settings.

View Group Settings

Grants users the privilege to view group settings.

Edit Group Settings

Grants users the privilege to edit group settings.

View Job Title Settings

Grants users the privilege to view job title settings.

Edit Job Title Settings

Grants users the privilege to edit job title settings.

View Tag Settings

Grants users the privilege to view tag settings.

Edit Tag Settings

Grants users the privilege to edit tag settings.

View Status Settings

Grants users the privilege to view request and assignment status settings.

Edit Status Settings

Grants users the privilege to edit request and assignment status settings.

View Alert Settings

Grants users the privilege to view default alert settings.

Edit Alert Settings

Grants users the privilege to edit default alert settings.

View Costing Settings

Grants users the privilege to view costing settings.

Edit Costing Settings

Grants users the privilege to edit costing settings.

View QR Code Settings

Grants users the privilege to view QR code settings.

Edit QR Code Settings

Grants users the privilege to edit QR code settings.

View Notification Settings

Grants users the privilege to view notification profile settings.

Edit Notification Settings

Grants users the privilege to edit notification profile settings.

Can Unlock Locked Out Users

Grants users the privilege to unlock users who have been locked out of their account due to too any failed login attempts.