Tutoriels
Process GuidesManage People
- Create Notes About People in Resource Planning
- Create QR Codes for People
- Deactivate People in Resource Planning
- Delete People in Resource Planning
- Edit People in Resource Planning
- Edit People Information for Resource Planning
- Manage Resource Planning Attachments for People
- Manage Resource Planning Tags for People
- View Activity about a Person in Resource Planning
- View People Details in Resource Planning
Manage Time Off
Manage Resource Requests
Manage Resource Assignments
View Resource Planning
- Configure View for Assignments Gantt
- Configure View for the Projects List
- Create Saved Views in Resource Planning
- Edit or Delete Saved Views in Resource Planning
- Export the Assignments Gantt
- Export the People List
- Export the Project List
- Export the Resource Request List
- Export the Time Off List
- Search, Sort, and Filter Projects on the Assignments Boards
- Search, Sort, and Filter the Assignments Gantt
- Search, Sort, and Filter the People List
- Search, Sort, and Filter the Project List
- Search, Sort, and Filter the Time Off List
- View the Assignments Boards
- View the Assignments Gantt
- View the People List
- View the Resource Assignments List
- View the Resource Requests List
- View the Time Off List
Reports
Manage Projects
- Create and Manage Project Categories for Resource Planning
- Create Notes About Projects in Resource Planning
- Create Projects in Resource Planning
- Create QR Codes for Projects in Resource Planning
- Delete or Inactivate a Project in Resource Planning
- Edit Project Details in Resource Planning
- Manage Attachments for Projects in Resource Planning
- Manage Wage Overrides in Resource Planning
- Shift Project Dates
- View Activity about a Project in Resource Planning
- View and Configure the Project Labor Graph
- View Tag Attachments for Projects
Configure Permissions
Configure Resource Planning Settings
- Configure Custom Fields for Resource Planning
- Configure Groups for Resource Planning
- Configure Integration Settings for Resource Planning
- Configure Job Titles for Resource Planning
- Configure QR Codes for Resource Planning
- Configure Sensitive Fields for Resource Planning
- Configure Tags for Resource Planning
- Import Resource Planning Data
- Prepare Data for Import to the Resource Planning Tool
- Prepare Data to be Synced Between Resource Planning and Procore
Configure Notification Settings
Alerts and Notifications
Messages
- Manage Archived Messages for Resource Planning
- Manage Draft Assignment Alerts for Resource Planning
- Manage Draft Messages for Resource Planning
- Manage Scheduled Messages for Resource Planning
- Manage Sent Messages for Resource Planning
- Manage Starred Messages for Resource Planning
- Manage Your Inbox for Resource Planning
- Respond to a Resource Planning Message
- Send a Message for Resource Planning
- View Read Receipts for Messages Sent in Resource Planning