Resource Planning Setup Guide

To give your users access to the Resource Planning tool, you must create a permissions template giving users 'Read Only' access or higher to the Resource Planning tool.

If you already have existing permissions templates in Procore's Permissions tool, follow the steps to edit the permissions template, granting 'Read Only' level permissions to the Resource Planning tool. Otherwise, follow these steps to create a new Company Permissions template, with 'Read Only' level permissions to the Resource Planning tool.

Create a Company Permissions Template

1. Navigate to the company's Permissions tool.

2. Click the Company Permissions Templates tab.

3. Click Create Company Permissions Template.

4. Enter a name for the company permissions template.

5. Click Confirm.

Edit a Company Permissions Template

1. Navigate to the company's Permissions tool.

2. Click the Company Permissions Templates tab.

3. Next to the permissions template, click Actions and select Edit Template.

4. For each Company level Procore tool, select the permission level for the template:

   • None. Grants no access to the Procore tool.

   • Read Only. Grants read-only access to the Procore tool.

     • If available, click the expand mark the checkbox for any granular permission you want to grant.

   • Standard. Grants standard access to the Procore tool.

     • If available, click the expand mark the checkbox for any granular permission you want to grant.

   • Admin. Grants admin access to the Procore tool.

     先端

     • この権限テンプレートを持つユーザーを 会社管理者にするには、会社レベルのディレクトリ ツールに対して「管理者」権限を選択します。これにより、すべての会社レベルのツールに対する「管理者」レベルの権限と、追加先のプロジェクトに対するプロジェクトレベルのツールが付与されます。

5. Click Save and select from the following:

   • Save.

   • Save & Return to Company Permissions.