Considerations and Best Practices for Resource Planning Templates
People who are 'Users' or 'Both' must be assigned a permissions template.
Users can only be assigned one permissions template at a time in Resource Planning.
You can click the Info
icon next to each granular permission to see details.The 'Admin' template has all granular permissions enabled and cannot be edited or deleted.
TipYour permissions should reflect your user roles and their actions that are required.
For example, your Superintendent would likely take different actions than a person on your Human Resources team.
With the exception of the 'Admin' permission template, you can edit the existing templates or create new ones to match your actual workflow and access.
We recommend creating a permission template for field workers, even if they have few or zero permissions selected for Resource Planning. This is because in Procore, you can manage timekeeping for your resource, as long as their User Type is 'Users' or 'Both'. Those users must have a permission template assigned.
Your permissions should reflect your user roles and their actions that are required.
For example, your Superintendent would likely take different actions than a person on your Human Resources team.
With the exception of the 'Admin' permission template, you can edit the existing templates or create new ones to match your actual workflow and access.
We recommend creating a permission template for field workers, even if they have few or zero permissions selected for Resource Planning. This is because in Procore, you can manage timekeeping for your resource, as long as their User Type is 'Users' or 'Both'. Those users must have a permission template assigned.