Permissions
Resource Planning
Learn which user permissions are required to take the described actions in this tool.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level set in the company's Permissions tool.
Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Resource Planning tool.
See What granular permissions are available for the company's Resource Planning tool?
ImportantIn Resource Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Resource Planning tool.
This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
In Resource Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
There are four standard permissions templates in Resource Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Resource Planning tool.
This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
Action | None | Read Only | Standard | Admin | Notes |
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Add Attachments for People in Resource Planning Web |
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| Beta When editing attachments from the Directory, users must also have one of the following permissions to the Company Directory tool**:**
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Add Attachments for Projects in Resource Planning Web |
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Add People to Resource Planning Web |
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| Beta When adding people to Resource Planning from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Sensitive Custom Fields for People in Resource Planning Web |
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| Beta When editing people information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Tags for People Web |
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| Beta When editing tags from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Tags for Projects in Resource Planning Web |
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Add Wage Overrides in Resource Planning Web |
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Assign Project Roles for Resource Planning Web |
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Bulk Delete Resource Assignments Web |
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Bulk Delete Any Resource Requests Web |
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Bulk Delete Resource Requests You Created Web |
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Bulk Edit Resource Assignments Web |
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Bulk Edit Any Resource Request Web |
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Bulk Edit Resource Requests You Created Web |
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Change a User's Permission Template in Resource Planning Web |
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| Beta When editing Resource Planning permissions from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Configure Assignment and Request Statuses for Resource Planning Web |
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Configure Company Details in Resource Planning Web |
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Configure Costing in Resource Planning Web |
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Configure Custom Fields for Resource Planning Web |
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Configure Default Assignment Alerts for Resource Planning Web |
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Configure Groups for Resource Planning Web |
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Configure Integration Settings for Resource Planning Web |
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Configure Job Titles for Resource Planning Web |
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Configure Notification Profiles for Resource Planning Web |
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Configure QR Codes for Resource Planning Web |
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Configure Sensitive Fields for Resource Planning Web |
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Configure Tags for Resource Planning Web |
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Configure View for the Projects List Web |
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Copy Assignments Web |
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Copy Categories Web |
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Copy Projects Web |
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Copy Requests Web |
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Create Custom Assignment Alerts for Projects Web |
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Create Labor Plan Web |
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Create Notes About People in Resource Planning Web |
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Create Notes About Projects in Resource Planning Web |
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Create Permissions Templates for Resource Planning Web |
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Create Project Categories for Resource Planning Web |
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Create Projects in Resource Planning Web |
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Create QR Codes for People Web |
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Create QR Codes for Projects in Resource Planning Web |
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Create Resource Assignments Web |
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Create Resource Assignments Using Rapid Assign Web |
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Create Resource Requests Web |
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Create Saved Reports in Resource Planning Web |
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Create Saved Views for Assignments in Resource Planning Web |
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Create Saved Views for the People List in Resource Planning Web |
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Create Saved Views for Requests in Resource Planning Web |
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Create Saved Views for Time Off in Resource Planning Web |
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Create Saved Views for the Totals Dashboard in Resource Planning Web |
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Create Time Off in Resource Planning Web |
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Deactivate People in Resource Planning Web |
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Delete Messages for Resource Planning Web |
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Delete Scheduled Assignment Alerts for Resource Planning Web |
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Delete Permissions Templates Web |
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Delete Time Off in Resource Planning Web |
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Delete a Resource Assignment Web |
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Delete Any Resource Request Web |
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Delete a Resource Request You Created Web |
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Delete People in Resource Planning Web |
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Delete a Project in Resource Planning Web |
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Edit Assignment Alerts for Resource Planning Web |
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Edit Attachments for People in Resource Planning Web |
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Edit Attachments for Projects in Resource Planning Web |
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Edit Messages for Resource Planning Web |
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Edit or Delete Saved Reports in Resource Planning Web |
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Edit or Delete Saved Views for Assignments in Resource Planning Web |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for the People List in Resource Planning Web |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for Requests in Resource Planning Web |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for Time Off in Resource Planning Web |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for the Totals Dashboard in Resource Planning Web |
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| You can only edit or delete saved views that you created. | |
Edit People in Resource Planning Web |
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| Beta When editing people information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Edit Permissions Templates for Resource Planning Web |
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Edit Project Details in Resource Planning Web |
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Edit Time Off in Resource Planning Web |
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Edit Wage Overrides in Resource Planning Web |
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Edit a Resource Assignment Web |
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Edit Any Resource Request Web |
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Edit a Resource Request You Created Web |
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End a Resource Assignment Web |
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Export the Assignment History Report Web |
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Export the Assignments Gantt Web |
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Export the Availability Look-Ahead Report Web |
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Export the People List Web |
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Export the Project List Web |
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Export the Tags Requiring Action Report Web |
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Export the Time Off List Web |
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Export the Totals Dashboard Web |
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Export the Assignments List Web |
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Export the Workforce Report Web |
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Export the Resource Request List Web |
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Fill a Resource Request Web |
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| To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
Inactivate a Project in Resource Planning Web |
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Manage Archived Messages for Resource Planning Web |
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Manage Your Inbox for Resource Planning Web |
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Receive Messages Sent from Resource Planning via Email | People must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. See Edit People in Resource Planning. | ||||
Receive Messages Sent from Resource Planning via Email | People must have the Enable SMS checkbox selected, and a **Phone Number entered in their personal information on the People List. See Edit People in Resource Planning. | ||||
Remove Wage Overrides in Resource Planning Web |
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Respond to Assignment Alerts for Resource Planning Web |
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Respond to a Resource Planning Message Web |
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Search and Filter the Assignments Gantt Web |
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Search and Filter the Totals Dashboard Web |
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Search, Sort, and Filter People on the Assignments Boards Web |
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Search, Sort, and Filter Projects on the Assignments Boards Web |
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Search, Sort, and Filter the People List Web |
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Search, Sort, and Filter the Project List Web |
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Search, Sort, and Filter the Time Off List Web |
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Search, Sort, and Filter the Resource Requests List Web |
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Send Assignment Alerts in Resource Planning Web |
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Send a Message for Resource Planning Web |
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Set Up Your SMS and Email Signature in Resource Planning Web |
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Shift Project Dates Web |
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Sort and Filter the Resource Assignments List Web |
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Unassign a Resource Web |
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View Activity about a Person in Resource Planning Web |
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View Activity about a Project in Resource Planning Web |
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View and Configure the Project Labor Graph Web |
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View Assignment Alerts for Resource Planning Web |
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View Attachments for People in Resource Planning Web |
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View Attachments for Projects in Resource Planning Web |
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View Messages for Resource Planning Web |
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| To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
View Notifications in Resource Planning Web |
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View People Details in Resource Planning Web |
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View Read Receipts for Messages for Resource Planning Web |
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| To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
View Sensitive Sensitive Custom Fields for People in Resource Planning Web |
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View Sensitive Sensitive Custom Fields for Projects in Resource Planning Web |
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View Tag Attachments for Projects Web |
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View Time Off in Resource Planning Web |
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View the Activity Dashboard Web |
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View the Assignments Boards Web |
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View the Assignments Gantt Web |
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View the Map Dashboard Web |
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View the People List Web |
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View the Projects List Web |
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View the Time Off List Web |
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View the Totals Dashboard Web |
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View the Resource Assignments List Web |
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View the Resource Requests List Web |
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View Wage Overrides in Resource Planning Web |
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