Create Permissions Templates for Resource Planning
Background
The Procore Permissions tool helps you manage user access. You can create templates to give specific roles permission to different Procore tools.
The Resource Planning tool has it's own set of permissions templates that give access to specific actions within the Resource 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 available granular permissions. See What granular permissions are available for the company's Resource Planning tool?
ImportantTo access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:
To access the Resource Planning tool, users must also have 'Read Only' level permissions or higher to the Resource Planning tool. This is set by creating and applying a permission template in Procore's Permissions tool:
Things to Consider
People who are 'Users' or 'Both' must be assigned a permissions template.
Users can only be assigned one permissions template at a time in Resource Planning.
You can click the Info
icon next to each granular permission to see details.The 'Admin' template has all granular permissions enabled and cannot be edited or deleted.
TipYour permissions should reflect your user roles and their actions that are required.
For example, your Superintendent would likely take different actions than a person on your Human Resources team.
With the exception of the 'Admin' permission template, you can edit the existing templates or create new ones to match your actual workflow and access.
We recommend creating a permission template for field workers. This is essential for managing their timekeeping in Procore, as only users with the 'Users' or 'Assignable Users' type who have an assigned permission template can be included.
Your permissions should reflect your user roles and their actions that are required.
For example, your Superintendent would likely take different actions than a person on your Human Resources team.
With the exception of the 'Admin' permission template, you can edit the existing templates or create new ones to match your actual workflow and access.
We recommend creating a permission template for field workers. This is essential for managing their timekeeping in Procore, as only users with the 'Users' or 'Assignable Users' type who have an assigned permission template can be included.
Steps
Navigate to the Company level Resource Planning tool.
Click the Configure Settings
icon.Click Permissions.
Click New.
Enter the Name of the permissions template.
Mark the checkbox for each granular permission you want to enable on the permissions template.
Click Save.