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  1. Support Home
  2. Resource Planning Setup Guide
  3. Configure Resource Planning Permissions Templates

Resource Planning Setup Guide

  • Welcome
  • What are groups?
  • Considerations and Best Practices
  • Configuration Steps
  • What are job titles?
  • Considerations and Best Practices
  • Configuration Steps
  • What are tags?
  • Considerations and Best Practices
  • Configuration Steps
  • What are custom fields?
  • Considerations and Best Practices
  • Configuration Steps
  • What are User Permissions?
  • Configure a Company Permission Template
  • Considerations and Best Practices for Resource Planning Templates
  • Configure Resource Planning Permissions Templates
  • Integrations
  • Data Syncing
  • Additional Configurations
  • Why do I need to Update Users in Procore?
  • Update Resource Types
  • Update User Permissions in Resource Planning
  • Update User Permissions in Procore
  • Invite Users to Procore
  • Success!
  • Welcome
  • What are groups?
  • Considerations and Best Practices
  • Configuration Steps
  • What are job titles?
  • Considerations and Best Practices
  • Configuration Steps
  • What are tags?
  • Considerations and Best Practices
  • Configuration Steps
  • What are custom fields?
  • Considerations and Best Practices
  • Configuration Steps
  • What are User Permissions?
  • Configure a Company Permission Template
  • Considerations and Best Practices for Resource Planning Templates
  • Configure Resource Planning Permissions Templates
  • Integrations
  • Data Syncing
  • Additional Configurations
  • Why do I need to Update Users in Procore?
  • Update Resource Types
  • Update User Permissions in Resource Planning
  • Update User Permissions in Procore
  • Invite Users to Procore
  • Success!

Configure Resource Planning Permissions Templates

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Configure Settings icons-settings-gear.png icon.

  3. Click Permissions.

  4. Click New.

  5. Enter the Name of the permissions template.

  6. Mark the checkbox for each granular permission you want to enable on the permissions template.

  7. Click Save.

Considerations and Best Practices for Resource Planning Templates
Integrations

Procore is committed to advancing the construction industry by improving the lives of people working in construction, driving technology innovation, and building a global community of groundbreakers. Our connected global construction platform unites all stakeholders on a project with unlimited access to support and a business model designed for the construction industry.

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