Delete People in Resource Planning
Objective
To bulk delete people in Resource Planning.
Things to Consider
Any current assignments for a user who is marked as 'Inactive' or deleted are automatically ended on the date their status changes. Any future assignments for that user are archived.
Admins in Resource Planning cannot be deleted.
Deleting a person permanently removes all their history and data from Resource Planning.
Deleting users is permanent and cannot be undone.
If data syncs are enabled:
People deleted in Resource Planning are made 'Inactive' in Procore's Company Directory.
Steps
Delete a Single Person
Bulk Delete People
Delete a Single Person in Resource Planning
Navigate to the Company level Resource Planning tool.
Click People and select People List.
Hover over the user, then click the delete
icon.
Click Delete to confirm.
Bulk Delete People in Resource Planning
Navigate to the Company level Resource Planning tool.
Click People and select People List.
Mark the checkboxes for the users to delete.
Click the delete
icon.
Click Delete to confirm.