Considerations and Best Practices for Resource Planning Templates
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.