Qu’est-ce que la synchronisation des données pour la planification des ressources ?
Background
When setting up Resource Planning, customers first need to choose how you want to add information to Resource Planning. See What Integrations are available for Resource Planning.
After you select how to get information into Resource Planning, you can choose to sync people and project data so that information is kept in sync in Resource Planning and other tools in Procore.
Answer
Data syncing passes information between the Resource Planning tool and Procore’s Company level Directory and Portfolio tools.
When select people data is updated in either the Resource Planning People List or Company Directory tool, it is instantly synced to the other tool. See What people information is synced between Resource Planning and the Procore Company Directory
When project data is updated in either the Portfolio tool or the Resource Planning Project list, it is instantly synced to the other tool. See What project information is synced between Resource Planning and Procore Projects?
Data Linking
If you are setting up data syncs for the first time, you may need to link existing records in the Portfolio tool and Company Directory with records in Resource Planning. We recommend that you do this step before your initial sync to avoid duplicates across the system. Data linking is done internally at Procore. You must reach out to your Procore point of contact to link your records.
Even if you don't sync data, people and projects automatically link
between the Portfolio tool, Company Directory, and Resource Planning when their information matches.
Pour éviter les doublons dans les enregistrements de personnes, assurez-vous que les champs suivants correspondent à la fois dans l’annuaire de l’entreprise et dans la liste des personnes de la planification des ressources :
Numéro d’identification de l’employé
Adresse e-mail de l’employé
Pour éviter les projets en double, assurez-vous que les champs suivants correspondent à la fois dans l’outil Portefeuille et dans la liste des projets de Planification des ressources :
ID du projet
Statut : Actif
If you are ready to set up data syncing, see Prepare Data to be Synced between Resource Planning and Procore.