View People Details in Resource Planning
Objective
To view people's profile information for Resource Planning.
Background
For projects using Resource Planning and Resource Tracking tools, you can view the profiles for people on your team using the People List tool. In addition to contact information, you can view custom fields, and tags.
The people managed in this tool are used for Resource Planning assignments, as well as in the Crews, and the Timesheets tool.
Things to Consider
Only people added in Resource Planning are shown in the People List tool.
If data syncs are enabled:
For projects using Resource Planning, users and contacts MUST be added using the People List tool in Resource Planning. People added in the Company Directory will NOT be available for Resource Planning.
To see what information is added to the Company Directory, see What people information is synced between Resource Planning and the Procore Company Directory?
The People List tool allows you to save additional information that does not appear in the Company Directory.
Prerequisites
Steps
Navigate to the Company level Resource Planning tool.
Click People and select People List.
Click the person's name.
TipIf data syncs are enabled, the link
icon indicates that the person is synced to a user in your Company level Directory. You can click the link
icon to see the user's record in the Company level Directory.
If data syncs are enabled, the link icon indicates that the person is synced to a user in your Company level Directory. You can click the link
icon to see the user's record in the Company level Directory.