Resource Planning Detailed Data Mapping

Overview

Customers have four options when it comes to how they manage data in Resource Planning and other Procore tools. Customers choose where they want to manage data. That data is then synced between Resource Planning and other tools in Procore. The data that is synced is listed below based on where you choose to manage your data.

Data flows between various systems are supported by:

Quick Connect - This integration tool syncs data from a system of record to Resource Planning.
Note: This option is available to customers with an approved Resource Planning integration.
Note
Approved Resource Planning integrations.
Internal Data Sync - This syncs information between the Resource Planning Tool and other tools in Procore.
ERP Integrations - This syncs information between a Customer's ERP system and Procore's Portfolio tool and the Resource Planning People list.
Note: To purchase an ERP integration that syncs projects, Customers must also purchase Procore Financials.
Data Upload - This is a one-time data upload where a Customer's People and Project data is uploaded into Resource Planning.

Detailed Data Mapping

Customers have the following options available when it comes to how they manage data in Resource Planning and other Procore tools:

Manage People and Projects from your System of Record.
Manage People and Projects from ERP.
Manage People from Resource Planning, Manage Projects from the Portfolio tool.

Manage People and Projects from your System of Record

Customers manage people and project information in a system of record, and use QuickConnect to sync both people and projects in Resource Planning. People and project information then sync to the Company Directory and Portfolio tools.

Resource Planning People And Projects From Sor

People

Show/Hide Data Mapping

COMPANY DIRECTORY	DATA SYNC	RESOURCE PLANNING	ERP
First Name		First Name	First Name
Last Name		Last Name	Last Name
Status (Active, Inactive)		Status (Active, Inactive)	Record Status or Date Terminated
Employee ID		Employee ID	Employee ID
Mobile Phone		Mobile Phone	Phone /Cell Phone
Email Address		Email Address	Email Address
Job Title		Job Title	Trade Number / Trade ID
N/A	N/A	Tags	Tags
N/A	N/A	Hourly Wage	Pay Rate
N/A	N/A	Date of Birth	Date of Birth
N/A	N/A	Hired Date	Hired Date
N/A	N/A	Gender	Sex
N/A	N/A	Union	Union Number / Union ID

Projects

Show/Hide Data Mapping

PORTFOLIO TOOL	DATA SYNC	RESOURCE PLANNING	SYSTEM OF RECORD
Project Name		Project Name	Project Name / Description
Status (Active, Inactive)		Status (Active, Inactive)	Job Status
Project Number		Project Number	Job Number
Address		Address 1	Address 1
N/A	N/A	Address 2	Address 2
City		City	City
State	N/A	State	State
ZIP		Postal Code	Zip Code
Start Date		Start Date	Job Start Date
Completion Date		Est. End Date	Completion Date
N/A	N/A	Tags	Tags
N/A	N/A	Customer	Customer Number
N/A	N/A	Project Manager	Project Manager
N/A	N/A	Project Type	Project Class ID

Manage People and Projects from ERP

Customers manage people in a system of record and use QuickConnect to integrate people to Resource Planning. People information then syncs to the Company Directory. At the same time, Customers use an ERP integration to manage project information which syncs to the Portfolio tool. Project information then syncs to Resource Planning.

Sor And Erp

People

Show/Hide Data Mapping

COMPANY DIRECTORY	DATA SYNC	RESOURCE PLANNING	SYSTEM OF RECORD
First Name		First Name	First Name
Last Name		Last Name	Last Name
Status (Active, Inactive)		Status (Active, Inactive)	Record Status / Date Terminated
Employee ID		Employee ID	Employee Number
Mobile Phone		Mobile Phone	Phone / Cell Phone
Email Address		Email Address	Email Address
Job Title		Job Title	Trade Number / Trade ID
N/A	N/A	Tags	Tags
N/A	N/A	Hourly Wage	Pay Rate
N/A	N/A	Date of Birth	Date of Birth
N/A	N/A	Hired Date	Date Hired
N/A	N/A	Gender	Sex
N/A	N/A	Union	Union Number / Union ID

Projects

Show/Hide Data Mapping

ERP SYSTEM	ERP INTEGRATION	PROCORE	DATA SYNC	RESOURCE PLANNING
Project Name		Project Name		Project Name
N/A	N/A	Status (Active, Inactive)		Status (Active, Inactive)
Project Number		Project Number		Project Number
Address		Address		Address 1
City		City		City
State		State	N/A	State
ZIP		ZIP		Postal Code
N/A	N/A	Start Date		Start Date
N/A	N/A	Completion Date		Est. End Date

Manage People from Resource Planning, Manage Projects from the Portfolio Tool

Customers can use a one-time data upload to upload their people data into Resource Planning. Going forward, Customers manage people information in Resource Planning which syncs to the Company Directory. Customers manage Project information in the Portfolio tool which syncs to Resource Planning.

Data Upload

People

Show/Hide Data Mapping

COMPANY DIRECTORY	DATA SYNC	RESOURCE PLANNING	CUSTOMER DATA
First Name		First Name	First Name
Last Name		Last Name	Last Name
Status (Active, Inactive)		Status (Active, Inactive)	Status
Employee ID		Employee ID	Employee ID
Mobile Phone		Mobile Phone	Mobile Phone
Email Address		Email Address	Email
Job Title		Job Title	Job Title (ID)
N/A	N/A	Assignable	Assignable
N/A	N/A	Can receive email	Can receive email
N/A	N/A	Can receive SMS	Can receive SMS
N/A	N/A	Date of Birth	Date of Birth
N/A	N/A	Date of Hire	Date of Hire
N/A	N/A	Emergency Contact Email	Emergency Contact Email
N/A	N/A	Emergency Contact Name	Emergency Contact Name
N/A	N/A	Emergency Contact Mobile Number	Emergency Contact Mobile Number
N/A	N/A	Emergency Contact Relationship	Emergency Contact Relationship
N/A	N/A	Gender	Gender
N/A	N/A	Group	Group (ID)
N/A	N/A	Hourly Wage	Hourly Wage
N/A	N/A	User	User

Projects

Show/Hide Data Mapping

PROCORE	DATA SYNC	RESOURCE PLANNING
Project Name		Project Name
Status (Active, Inactive)		Status (Active, Inactive)
Stage		Job Stage
Project Number		Project Number
Address		Address 1
City		City
ZIP		Postal Code
Start Date		Start Date
Completion Date		Est. End Date

Important Notice for ERP Integrated Customers:

Resource Planning Detailed Data Mapping

Overview

Note

Detailed Data Mapping

Manage People and Projects from your System of Record

People

Projects

Manage People and Projects from ERP

People

Projects

Manage People from Resource Planning, Manage Projects from the Portfolio Tool

People

Projects

See Also

Certifications

Training video library

Glossary of terms

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Community

Product updates

Developers

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Resource Planning Detailed Data Mapping

Overview

Note

Detailed Data Mapping

Manage People and Projects from your System of Record

People

Projects

Manage People and Projects from ERP

People

Projects

Manage People from Resource Planning, Manage Projects from the Portfolio Tool

People

Projects

See Also