Resource Management

The Resource Management dataset allows you to analyze your team's productivity and its financial impact by connecting resource allocation and time tracking with key project data.

Objects in the Resource Management Dataset

Generate reports using the Resource Management data set to access a comprehensive collection of your company's project data. This data connects project financials, such as budgets and commitments, with resource allocation and time tracking to provide detailed insights into your overall operational performance.

What you can see in this dataset depends on two levels of access in Procore:

  • Company Access: Objects in the dataset become available only after your company enables the corresponding tool in its Procore account.

  • User Access: Your specific permissions for each tool control which objects are available to you.

Area

Object

Available to

Core

Company (Vendor)

All Companies

Crew

Companies with access to Resource Management

Employee

All Companies

Project

Budget

Budget Change

Companies with access to Financials

Budget Change Adjustment Line Item

Budget Line Item

All Companies

Budget Code

Budget Code

All Companies

Change Events

Change Event

Companies with access to Financials

Change Event Line Item

Commitments

Commitment

Companies with access to Financials

Commitment Line Item

Commitment Change Orders

Commitment Change Order

Companies with access to Financials

Commitment Change Order Line Item

Commitment Potential Change Order

Commitment Potential Change Order Request

Commitment Change Order Markup

Direct Costs

Direct Cost

Companies with access to Financials

Direct Cost Line Items

Prime Contracts

Prime Contract

Companies with access to Financials

Prime Contract Line Items

Prime Contract Change Orders

Prime Contract Change Order

Companies with access to Financials

Prime Contract Potential Change Order

Prime Contract Change Order Request

Prime Contract Change Order Line Item

Prime Contract Change Order Markup

Production Quantities

Actual Production Quantity

Companies with access to Resource Management or Financials

Budgeted production Quantity

Change Event Production Quantity

Companies with access to Financials

Prime Contract Change Order Production Quantity

Resource Planning

Resource Planning Assignment

Companies with access to Resource Planning

Resource Planning Group

Resource Planning Job Title

Resource Planning People

Resource Planning Project

Resource Planning Request

Resource Planning Time Off

Resource Planning Roles

Resource Planning Tags

T&M Tickets

T&M Ticket

Companies with access to Resource Management or T&M Tickets

T&M Ticket Equipment

T&M Ticket Labor

T&M Ticket Material

T&M Ticket Subcontractor

Timecard Entry

Timecard Entry

Companies with access to Resource Management

How are objects in the Dataset Joined?

A join combines data from related objects into a single row. For example, directly connected objects like a 'Commitment' and its 'Commitment Change Order' are automatically joined.

To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.

Join Table

This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.

  • A 'Join' cell connects objects by combining their fields into a single row.

  • A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.

  • A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.

Join Table Workforce Management

Legend

join-table-legend
  1. Actual Production Quantity

  2. Budget Code

  3. Budget Line Item

  4. Budgeted Production Quantity

  5. Change Event

  6. Change Event Line Item

  7. Change Event Production Quantity

  8. Commitment

  9. Commitment Change Order

  10. Commitment Change Order Line Item

  11. Commitment Change Order Markup

  12. Commitment Change Order Request

  13. Commitment Line Item

  14. Commitment Potential Change Order

  15. Company (Vendor)

  16. Crew

  17. Direct Cost

  18. Direct Cost Line Item

  19. Employee

  20. Prime Contract

  21. Prime Contract Change Order

  22. Prime Contract Change Order Line Item

  23. Prime Contract Change Order Markup

  24. Prime Contract Change Order Production Quantity

  25. Prime Contract Change Order Request

  26. Prime Contract Line Item

  27. Prime Contract Potential Change Order

  28. Project

  29. Project Roles

  30. Resource Planning Assignment

  31. Resource Planning Group

  32. Resource Planning Job Title

  33. Resource Planning People

  34. Resource Planning Project

  35. Resource Planning Request

  36. Resource Planning Time Off

  37. Resource Planning Roles

  38. Resource Planning Tags

  39. T&M Ticket

  40. T&M Ticket Equipment

  41. T&M Ticket Labor

  42. T&M Ticket Material

  43. T&M Ticket Subcontractors

  44. Timecard Entry

resource-management-join-table.png