Resource Planning Setup Guide

Now that your data has been uploaded in Procore, there are some additional steps you need to take within Procore and the Resource Planning tool as some key information cannot be set in the one-time data upload. You will need to log in to Procore and update the following information about your users:

• User Type

• Permissions

You can also make additional changes if you notice inaccurate information was uploaded from your spreadsheet. See Edit People in Resource Planning.

User Type

By default, all people are uploaded into the Resource Planning tool as 'Assignable', meaning they can be assigned to work in Resource Planning. Set the users to the following user type based on what they need to do in Procore, and whether or not you need to track time for them.

Permissions

Permissions cannot be set in the one-time data upload. Permissions must be set in two places, in Procore's Permissions tool and in the user's profile in Resource Planning.

To access the Resource Planning tool, have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying permissions templates in Procore's Permissions tool.

1. Create a Company Permissions Template

2. Assign a Company Permissions Template to One or More Users

Then, within the Resource Planning tool, People marked as 'Both' or 'User' must have a Resource Planning permission template assigned to them. You can update their Resource Planning permission template on the same screen where you update their user type.