What people information is synced between Resource Planning and the Procore Company Directory?
Background
For projects using Resource Planning and Resource Tracking tools, you can manage your people using the Resource Planning tool. When data syncs are enabled, the people added to Resource Planning are visible in both the tool's People List and the Company Directory, and can be assigned to resource assignments, and appear in the Crews, and the Timesheets tools.
Updates to people's information in either the Resource Planning tool or Procore’s Company Directory automatically sync with the other. Most syncs take less than one minute.
Answer
When adding people to Resource Planning, you have three options when creating people in Resource Planning: 'User', 'Assignable', or 'Assignable User'. How you create a user in Resource Planning decides certain functionality for the user, and where their user information is synced in the Company Directory.
Note
Assignable User
Can be assigned to resource assignments
Can log in to Procore and Resource Planning
Can be tracked using Procore Timesheets
Is added to the Directory as a 'User'
Can track own time using My Time tool
User
Can NOT be assigned to resource assignments
Can log in to Procore and Resource Planning
Can be tracked using Procore Timesheets
Is added to the Directory as a 'User'
Assignable
Can be assigned to resource assignments
Can NOT log in to Procore and Resource Planning
Can be tracked using Procore Timesheets
Is added to the Directory as a 'Contact'
Note: If there is a matching user record in your Directory, they will be linked to the 'User' instead.
After you decide how to create your user, the following information is synced between the People List to the 'Personal Information' section of the Procore Company Directory.
Resource Planning | Procore Company Directory |
|---|---|
First Name | First Name |
Last Name | Last Name |
Employee ID | Employee ID |
Mobile Phone | Mobile Phone |
Email Address | Email Address |
Job Title Note: This is synced one way from Resource Planning to the Directory. | Job Title Note: This is synced one way from Resource Planning to the Directory. |
Status | Active? |
In Beta
The Procore Directory and Resource Planning People List Integration can be enabled by an administrator in Procore Explore.
This integration allows you to add people to Resource Planning from the Company Directory, and view and manage all Resource Planning people information in two places: the 'Resource Planning' tab in the Company Directory and the Resource Planning People List.
When people sync is enabled, fields above are synced to the 'Personal Information' section of the Company Directory.
When people sync is disabled, the above fields must be managed independently in each tool. However, any fields in the Company Directory's 'Resource Planning' tab are automatically synced between the Company Directory and Resource Planning tools.
For the best experience, data syncing should be enabled with this feature. If it is disabled, please contact your Procore Customer Success Engineer or Point of Contact to have it turned on.