Data Syncing
Background
When setting up Resource Planning, customers first need to choose how you want to add information to Resource Planning. See What Integrations are available for Resource Planning.
After you select how to get information into Resource Planning, you can choose to sync people and project data so that information is kept in sync in Resource Planning and other Procore tools.
Answer
Data syncing passes information between the Resource Planning tool and other Procore tools so that information is available in the Resource Planning tool, and Procore’s Company level Directory and Portfolio tools.
When people data is updated in Resource Planning, it is synced instantly and typically appears in the Company Directory tool within one minute.
In BetaThe Procore Directory and Resource Planning People List Integration can be enabled by an administrator in Procore Explore.
This integration allows you to view and manage ALL Resource Planning people in two places: the 'Resource Planning' tab in the Company Directory and the Resource Planning People List.
For the best experience, data syncing should be enabled with this feature. If it is disabled, please contact your Procore Customer Success Engineer or Point of Contact to have it turned on.
The Procore Directory and Resource Planning People List Integration can be enabled by an administrator in Procore Explore.
This integration allows you to view and manage ALL Resource Planning people in two places: the 'Resource Planning' tab in the Company Directory and the Resource Planning People List.
For the best experience, data syncing should be enabled with this feature. If it is disabled, please contact your Procore Customer Success Engineer or Point of Contact to have it turned on.
For project data, if Resource Planning is your system of record, updates in the Project List sync immediately to the Portfolio tool. Conversely, if the Portfolio tool is your system of record, updates sync every hour to the Project List in Resource Planning.
NoteIf you are setting up data syncs for the first time, you may need to link existing records in the Portfolio tool and Company Directory with records in Resource Planning. We recommend that you do this step before your initial sync to avoid duplicates across the system. Data linking is done internally at Procore. You must reach out to your Procore point of contact to link your records.
To avoid duplicate records of people, ensure that the following fields match in both the Company Directory and Resource Planning People List:
Employee ID
Employee Email Address
To avoid duplicate projects, ensure that the following fields match in both the Portfolio tool and Resource Planning Projects List:
Project ID
If you are setting up data syncs for the first time, you may need to link existing records in the Portfolio tool and Company Directory with records in Resource Planning. We recommend that you do this step before your initial sync to avoid duplicates across the system. Data linking is done internally at Procore. You must reach out to your Procore point of contact to link your records.
To avoid duplicate records of people, ensure that the following fields match in both the Company Directory and Resource Planning People List:
Employee ID
Employee Email Address
To avoid duplicate projects, ensure that the following fields match in both the Portfolio tool and Resource Planning Projects List:
Project ID
If you are ready to set up data syncing, see Prepare Data to be Synced between Resource Planning and Procore.