Preparar los datos para importarlos a la herramienta Planificación de recursos

La herramienta de planificación de recursos a nivel compañía es la solución de administración de recursos de construcción de Procore que proporciona información en tiempo real sobre sus asignaciones de trabajo y disponibilidad.

Para configurar su herramienta de planificación de recursos, Procore ofrece una carga de datos única para configurar sus proyectos, empleados y más. Si bien solo se requieren ciertos campos, se recomienda completar la mayor cantidad de información con la mayor precisión posible para una configuración lo más completa.

• Los clientes pueden usar este proceso una (1) vez para configurar su herramienta de planificación de recursos.

• Sin caracteres especiales (~'!@#$%^&*()_{[}]|:;"' <,>.? /)

1. Vaya a la herramienta Planificación de recursos a nivel compañía.

2. Haga clic en el icono Configurar ajustes .

3. Haga clic en Carga de datos.

4. Haga clic en la plantilla de Excel para descargar la plantilla.

5. Complete la siguiente información en la plantilla:

   • Groups Mostrar/ocultar campos

     • Required Fields

       • Group Name. The title of Resource Planning group. Hyphens (-) are accepted. Example: Kansas City

       • Group ID. The abbreviated group identifier. Example: KS

       • Time Zone. The time zone of the group location.

         • America/Chicago

         • America/Los_Angeles

         • America/New_York

         • America/Denver

         • Australia/Brisbane

         • Australia/Sydney

         • Australia/Adelaide

         • Australia/Darwin

         • Australia/Perth

         • Pacific/Auckland

     • Optional Fields

       • Address 1. The address of the group location. Example: 1234 Main St

       • Address 2. The address of the group location. Example: Suite 320

       • City/Town. The city of the group location. Example: Kansas City

       • State/Province. The state abbreviation code of group location, formatted with all uppercase letters. Example: MO

       • Postal Code. The postal code of the group location (for US Customers). Example: 62113

       • Country. The country of the group location, formatted as a standard country code. Example: US

       • Contact Name. The name of the point of contact for the group. Example: John Smith

       • Contact Phone Number. The phone number for the group's point of contact.

         • The format is +[country code]XXXXXXXXXX.

         • Examples: +19135558225, or +6421345687.

       • Contact Email. The email address for the group's point of contact. Example: test@test.com

   • Job Titles Mostrar/ocultar campos

     • Required Fields

       • Job Title Name. The name of the job title. Hyphens (-) are accepted. Example: Apprentice

       • Job Title ID. The abbreviated job title identifier. Example: APP

       • Group ID(s). The group(s) the job titles are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS

         • If there are more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA

         • If the job title belongs to all groups, type 'All'. Example: All

     • Optional Fields

       • Job Title Color. The HEX value associated with the Job Title. Example: #FFA500

   • Tags Mostrar/ocultar campos

     • Required Fields

       • Tag Name. The name of certification/training/badging tag. Hyphens (-) are accepted. Example: OSHA 30

       • 5-Digit (Character) Identifier. The abbreviated name of tag that can be easily identified on the Boards and List views. This field can support up to five characters. Example: OSH30

       • Group IDs. The groups the tags are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS

         • If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA

         • If the job title belongs to all groups, type 'All'. Example: All

       • Does this Tag Expire? (Y/N). Whether or not the tag can expire, like a certification. Example: Y

     • Optional Fields

       • Tag Color (HEX value). The HEX value associated with the tag. Example: #FFA500

       • # of Days Warning. If this tag expires, a warning period (in days) can be set to notify users about expiring tags. Example: 60

       • Categories. The name of the tag category the tag belongs to. Example: Safety.

         • If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: Safety|Badging

   • Tag Categories Mostrar/ocultar campos

     • Required Fields

       • Category Name. The category names that are used to organize tags. Example: Safety

   • PeopleMostrar/ocultar campos

     • Required fields

       • First Name. The first name of employee. Hyphens (-) and apostrophes (') are accepted. Example: John

       • Last Name. The last name of the employee. Example: Smith

       • Group ID(s) Available To. Which groups the employees should be visible.

         • The ID must match Group ID in the 'Group' tab exactly. Example: KS

         • If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA

         • If the job title belongs to all groups, type 'All'. Example: All

       • Status (active/inactive). The current status of the employee. Example: active

       • Assignable (Y). All employees must be added as assignable in the data upload. After the data upload is complete, you can update this in the Resource Planning tool. Example: Y

       • Employee ID. The employee's ID number. Example: B18283

     • Optional Fields

       • Job Title ID. The job title ID of the employee. The ID must match the Job Title ID exactly. Example: APP

       • Date of Hire (MM/DD/YYYY). The date the employee was hired. Example: 01/26/2016

       • Hourly Wage (XX or XX.XX). The employee's hourly rate. Example: 25.50

       • Mobile Phone. The employee's mobile number.

         • The format is +[country code]XXXXXXXXXX.

         • Examples: +19135558225, or +6421345687.

            Note

           The same phone number can not be uploaded for different employees. Please remove any duplicate phone numbers.

       • Can Receive SMS (Y/N). Whether the employee should receive alerts and messages via SMS. Example: Y

       • Email. The employee's email address. Example: test@test.com

          Note

         • If possible, this should be their work email address as this will be their log in to Procore, and receive notifications from Resource Planning.

         • The same email address can not be uploaded for different employees. Please remove any duplicate email addresses.

       • Can Receive Email (Y/N). Whether the employee should receive alerts and messages via email. Example: Y

       • Address 1. The employee's address. This is required for the employee to appear on the Resource Planning map. Example: 1234 Main St

       • Address 2. The employee's address. Example: Suite 320

       • City/Town. The employee's city. This is required for the employee to appear on the Resource Planning map. Example: Kansas City

       • State/Province. The employee's state abbreviation code, formatted with all uppercase letters. This is required for the employee to appear on the Resource Planning map. Example: MO

       • Postal Code. The employee's postal code (for US Customers). This is required for the employee to appear on the Resource Planning map. Example: 62113

       • Country. The employee's country, formatted as a standard country code. Example: US

       • Date of Birth (MM/DD/YYYY). The employee's date of birth. Example: 01/26/1980

       • Gender (M/F). The employee's gender. Example: M

       • Emergency Contact Name. The name of the employee's emergency contact. Example: Jane Smith

       • Emergency Contact Relationship. The relationship between the employee and their emergency contact. Example: Spouse

       • Emergency Contact Phone Number. The phone number of the employee's emergency contact.

         • The format is +[country code]XXXXXXXXXX.

         • Examples: +19135558225, or +6421345687.

       • Emergency Contact Email. The email address for the employee's emergency contact. Example: test@test.com

   • Projects Mostrar/ocultar campos

     • Required Fields

       • Project Name. The name of project. Hyphens, apostrophes, ampersand and periods are accepted. Example: Acme Stadium

       • Group IDs. The groups the projects are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS

         • If there is more than one group, each group must be separated by a pipe (|) with no spaces.

         • Example: KC|LA
           If the job title belongs to all groups, type 'All'. Example: All

       • Status (active, pending, inactive). The status of the project. Example: active.

       • Project Number. The tracking number for the project. Hyphens (-) accepted. Example: AC2997

     • Optional Fields

       • Project Color (HEX value). The HEX value associated with the Job Title. Example: #FFA500

          Tip

         Some customers color code their projects by Project Manager, Customer, Project Type, etc.

       • Address 1. The job site's address. This is required for the project to appear on the Resource Planning map. Example: 1234 Main St

       • Address 2. The job site's address. Example: Suite 320

       • City/Town. The job site's city.This is required for the project to appear on the Resource Planning map. Example: Kansas City

       • State/Province. The job site's state abbreviation code, formatted with all uppercase letters. This is required for the project to appear on the Resource Planning map. Example: MO

       • Postal Code. The job site's postal code (for US Customers). This is required for the project to appear on the Resource Planning map. Example: 62113

       • Country. The job site's country, formatted as a standard country code. Example: US

       • Time Zone. The time zone of the job site.

         • America/Chicago

         • America/Los_Angeles

         • America/New_York

         • America/Denver

         • Australia/Brisbane

         • Australia/Sydney

         • Australia/Adelaide

         • Australia/Darwin

         • Australia/Perth

         • Pacific/Auckland

       • Default Daily Start Time (XX:XX AM/PM). The default time assignments start on this project. Example: 07:00 AM

       • Default Daily Stop Time (XX:XX AM/PM). The default time assignments stop on this project. Example: 03:30 PM

       • Estimated Start Date* (MM/DD/YYYY). The estimated start date of the project. Example: 02/22/2021

       • Estimated End Date (MM/DD/YYYY). The estimated end date date of the project. Example: 08/25/2025

       • Average Hourly Bid Rate (XX or XX.XX). The the estimated average hourly rate? Example: 25.10

       • Percentage Complete. Current percentage complete of the project. Example: 95

       • Customer. The customer of the project. Example: ACME Construction Co

       • Project Type. The type of project. Example: Commercial

• Import Resource Planning Data