Tutorials
Process Guides- Add or Edit Tags for Projects in Resource Planning
- Add or Remove Assignments from Categories
- Add or Remove Requests from Categories
- Add People to Resource Planning
- Assign Project Roles for Resource Planning
- Bulk Delete Resource Assignments
- Bulk Edit Resource Assignments
- Bulk Edit Resource Requests
- Bulk Edit Time Off in Resource Planning
- Change a User's Permission Template for Resource Planning
- Configure Assignment and Request Statuses for Resource Planning
- Configure Assignments Gantt View
- Configure Costing in Resource Planning
- Configure Custom Fields for Resource Planning
- Configure Default Assignment Alerts for Resource Planning
- Configure Groups for Resource Planning
- Configure Integration Settings for Resource Planning
- Configure Job Titles for Resource Planning
- Configure Notification Profiles for Resource Planning
- Configure QR Codes for Resource Planning
- Configure Sensitive Fields for Resource Planning
- Configure Tags for Resource Planning
- Copy Items on the Assignment Gantt
- Create a Labor Plan
- Create and Manage Project Categories for Resource Planning
- Create Custom Assignment Alerts for Projects
- Create Notes About People in Resource Planning
- Create Notes About Projects in Resource Planning
- Create Resource Assignments
- Create Saved Reports in Resource Planning
- Create Saved Views in Resource Planning
- Create Time Off in Resource Planning
- Deactivate People in Resource Planning
- Delete a Resource Assignment
- Delete a Resource Request
- Delete or Inactivate a Project in Resource Planning
- Delete People in Resource Planning
- Delete Permissions Templates for Resource Planning
- Delete Time Off in Resource Planning
- Edit a Resource Assignment
- Edit a Resource Request
- Edit or Delete Saved Reports in Resource Planning
- Edit or Delete Saved Views in Resource Planning
- Edit People in Resource Planning
- Edit People Information for Resource Planning
- Edit Project Details in Resource Planning
- Export the Assignment History Report
- Export the Availability Look-Ahead Report
- Export the People List
- Export the Project List
- Export the Resource Assignments List
- Export the Resource Request List
- Export the Tags Requiring Action Report
- Export the Time Off List
- Export the Totals Dashboard
- Export the Workforce Report
- Fill a Resource Request
- Manage Archived Messages for Resource Planning
- Manage Attachments for Projects in Resource Planning
- Manage Draft Assignment Alerts for Resource Planning
- Manage Draft Messages for Resource Planning
- Manage Open Assignment Alerts for Resource Planning
- Manage Resource Planning Attachments for People
- Manage Resource Planning Tags for People
- Manage Scheduled Assignment Alerts for Resource Planning
- Manage Scheduled Messages for Resource Planning
- Manage Sent Messages for Resource Planning
- Manage Starred Messages for Resource Planning
- Manage Wage Overrides in Resource Planning
- Manage Your Inbox for Resource Planning
- Prepare Data to be Synced Between Resource Planning and Procore
- Respond to a Resource Planning Message
- Respond to Assignment Alerts for Resource Planning
- Search and Filter the Totals Dashboard
- Search, Sort, and Filter Projects on the Assignments Boards
- Search, Sort, and Filter the Assignments Gantt
- Search, Sort, and Filter the People List
- Search, Sort, and Filter the Project List
- Search, Sort, and Filter the Resource Requests List
- Send a Message for Resource Planning
- Send Assignment Alerts in Resource Planning
- Set Up Your SMS and Email Signature in Resource Planning
- Shift Project Dates
- Sort and Filter the Resource Assignments List
- Unassign a Resource
- View Activity about a Person in Resource Planning
- View and Configure the Project Labor Graph
- View and Edit Time Off in Resource Planning
- View Closed Assignment Alerts for Resource Planning
- View Notifications in Resource Planning
- View People Details in Resource Planning
- View Read Receipts for Messages Sent in Resource Planning
- View the Activity Dashboard
- View the Assignments Boards
- View the Assignments Gantt
- View the Map Dashboard
- View the People List
- View the Resource Assignments List
- View the Resource Requests List
- View the Totals Dashboard