Resource Planning
Learn which user permissions are required to take the described actions in this tool.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level set in the company's Permissions tool.
Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Resource Planning tool.
See What granular permissions are available for the company's Resource Planning tool?
Important
In Resource Planning, additional permissions templates allow you to take specific actions within the tool.
This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
Resource Planning Tutorials | None | Read Only | Standard | Admin | Notes |
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Add Attachments for People in Resource Planning |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add Attachments for Projects in Resource Planning |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add People to Resource Planning |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Sensitive Custom Fields for People in Resource Planning |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Tags for People |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Add or Edit Tags for Projects in Resource Planning |
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Add Wage Overrides in Resource Planning |
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Assign Project Roles for Resource Planning |
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Bulk Delete Resource Assignments |
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Bulk Delete Any Resource Requests |
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Bulk Delete Resource Requests You Created |
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Bulk Edit Resource Assignments |
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Bulk Edit Any Resource Request |
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Bulk Edit Resource Requests You Created |
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Change a User's Permission Template in Resource Planning |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Configure Assignment and Request Statuses for Resource Planning |
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Configure Company Details in Resource Planning |
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Configure Costing in Resource Planning |
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Configure Custom Fields for Resource Planning |
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Configure Default Assignment Alerts for Resource Planning |
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Configure Groups for Resource Planning |
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Configure Integration Settings for Resource Planning |
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| Users must be assigned the 'Admin' permissions template in Resource Planning. | |
Configure Job Titles for Resource Planning |
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Configure Notification Profiles for Resource Planning |
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Configure QR Codes for Resource Planning |
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Configure Sensitive Fields for Resource Planning |
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Configure Tags for Resource Planning |
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Configure View for the Projects List |
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Copy Assignments |
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Copy Categories |
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Copy Projects |
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Copy Request Created by Others |
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Copy Requests You Created |
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Create Custom Assignment Alerts for Projects |
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Create Labor Plan |
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Create Notes About People in Resource Planning |
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Create Notes About Projects in Resource Planning |
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Create Permissions Templates for Resource Planning |
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Create Project Categories for Resource Planning |
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Create Projects in Resource Planning |
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Create QR Codes for People |
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Create QR Codes for Projects in Resource Planning |
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Create Resource Assignments |
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Create Resource Assignments Using Rapid Assign |
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Create Resource Requests |
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Create Saved Reports in Resource Planning |
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Create Saved Views for Assignments in Resource Planning |
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Create Saved Views for the People List in Resource Planning |
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Create Saved Views for Requests in Resource Planning |
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Create Saved Views for Time Off in Resource Planning |
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Create Saved Views for the Totals Dashboard in Resource Planning |
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Create Time Off in Resource Planning |
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Deactivate a Project in Resource Planning |
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Deactivate People in Resource Planning |
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Delete Messages for Resource Planning |
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Delete Scheduled Assignment Alerts for Resource Planning |
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Delete Permissions Templates |
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Delete Time Off in Resource Planning |
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Delete a Resource Assignment |
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Delete Any Resource Request |
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Delete a Resource Request You Created |
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Delete People in Resource Planning |
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Delete a Project in Resource Planning |
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Edit Assignment Alerts for Resource Planning |
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Edit Attachments for People in Resource Planning |
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Edit Attachments for Projects in Resource Planning |
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Edit Messages for Resource Planning |
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Edit or Delete Saved Reports in Resource Planning |
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Edit or Delete Saved Views for Assignments in Resource Planning |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for the People List in Resource Planning |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for Requests in Resource Planning |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for Time Off in Resource Planning |
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| You can only edit or delete saved views that you created. | |
Edit or Delete Saved Views for the Totals Dashboard in Resource Planning |
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| You can only edit or delete saved views that you created. | |
Edit People Resource Planning Information |
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| When editing Resource Planning information from the Directory, users must also have one of the following permissions to the Company Directory tool:
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Edit Permissions Templates for Resource Planning |
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Edit Project Details in Resource Planning |
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Edit Time Off in Resource Planning |
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Edit Wage Overrides in Resource Planning |
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Edit a Resource Assignment |
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Edit a Resource Request Created by Someone Else |
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Edit a Resource Request You Created |
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End a Resource Assignment |
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Export the Assignment History Report |
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Export the Assignments Gantt |
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Export the Assignments List |
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Export the Availability Look-Ahead Report |
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Export the People List |
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Export the Project List |
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Export the Tags Requiring Action Report |
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Export the Time Off List |
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Export the Totals Dashboard |
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Export the Workforce Report |
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Export the Resource Request List |
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Fill a Resource Request |
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| To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
Import Resource Planning Data |
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Manage Archived Messages for Resource Planning |
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Manage Your Inbox for Resource Planning |
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Receive Messages Sent from Resource Planning via Email | No permissions necessary. However, people must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. | ||||
Receive Messages Sent from Resource Planning via Email | People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. | ||||
Remove Wage Overrides in Resource Planning |
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Respond to Assignment Alerts for Resource Planning |
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Respond to a Resource Planning Message |
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Search and Filter the Assignments Gantt |
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Search, Sort and Filter the Resource Assignments List |
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Search and Filter the Totals Dashboard |
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Search, Sort, and Filter People on the Assignments Boards |
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Search, Sort, and Filter Projects on the Assignments Boards |
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Search, Sort, and Filter the People List |
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Search, Sort, and Filter the Project List |
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Search, Sort, and Filter the Time Off List |
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Search, Sort, and Filter the Resource Requests List |
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Send Assignment Alerts in Resource Planning |
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Send a Message for Resource Planning |
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Set Up Your SMS and Email Signature in Resource Planning |
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Shift Project Dates |
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Split a Resource Assignment |
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Unassign a Resource |
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View Activity about a Person in Resource Planning |
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View Activity about a Project in Resource Planning |
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View and Configure the Project Labor Graph |
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View Assignment Alerts for Resource Planning |
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View Attachments for People in Resource Planning |
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View Attachments for Projects in Resource Planning |
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View Messages for Resource Planning |
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| To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
View Notifications in Resource Planning |
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View People Details in Resource Planning |
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View Read Receipts for Messages for Resource Planning |
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| To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
View Sensitive Sensitive Custom Fields for People in Resource Planning |
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View Sensitive Sensitive Custom Fields for Projects in Resource Planning |
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View Tag Attachments for Projects |
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View Time Off in Resource Planning |
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View the Activity Dashboard |
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View the Assignments Boards |
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View the Assignments Gantt |
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View the Map Dashboard |
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View the People List |
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View the Projects List |
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View the Time Off List |
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View the Totals Dashboard |
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View the Resource Assignments List |
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View the Resource Requests List |
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View Wage Overrides in Resource Planning |
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View Your Assignments on the Procore Mobile App |
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