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  1. Support Home
  2. Resource Planning Setup Guide
  3. Additional Configurations

Resource Planning Setup Guide

  • Welcome
  • Groups
    • What are groups?
    • Considerations and Best Practices
    • Configure Groups
  • Job Titles
    • What are job titles?
    • Considerations and Best Practices
    • Configure Job Titles
  • Tags
    • What are tags?
    • Considerations and Best Practices
    • Configure Tags
  • Custom Fields
    • What are custom fields?
    • Considerations and Best Practices
    • Configure Custom Fields
  • User Permissions
    • What are User Permissions?
    • Configure a Company Permission Template
    • Considerations and Best Practices for Resource Planning Templates
    • Configure Resource Planning Permissions Templates
  • Import Resource Planning Data
    • Prepare Data to Import
    • Import Data
  • Data Management
    • Integrations
    • Data Syncing
  • Additional Configurations
  • Update Users in Procore
    • Why do I need to Update Users in Procore?
    • Update Resource Types
    • Update User Permissions in Resource Planning
    • Update User Permissions in Procore
  • Invite Users to Procore
  • Success!
  • Welcome
  • Groups
    • What are groups?
    • Considerations and Best Practices
    • Configure Groups
  • Job Titles
    • What are job titles?
    • Considerations and Best Practices
    • Configure Job Titles
  • Tags
    • What are tags?
    • Considerations and Best Practices
    • Configure Tags
  • Custom Fields
    • What are custom fields?
    • Considerations and Best Practices
    • Configure Custom Fields
  • User Permissions
    • What are User Permissions?
    • Configure a Company Permission Template
    • Considerations and Best Practices for Resource Planning Templates
    • Configure Resource Planning Permissions Templates
  • Import Resource Planning Data
    • Prepare Data to Import
    • Import Data
  • Data Management
    • Integrations
    • Data Syncing
  • Additional Configurations
  • Update Users in Procore
    • Why do I need to Update Users in Procore?
    • Update Resource Types
    • Update User Permissions in Resource Planning
    • Update User Permissions in Procore
  • Invite Users to Procore
  • Success!

Additional Configurations

You have set up the primary configurations to use the Resource Planning tool.

While your data is being uploaded to the Resource Planning tool, we recommend setting up these additional configurations:

  • Assignment Alerts (Default)

  • Costing

  • QR Codes

  • Statuses for Assignments and Requests

 Note

For a complete list of tool configurations, see the 'Configure Settings' sections of the Resource Planning Product Manual.

Data Syncing
Why do I need to Update Users in Procore?

Procore is committed to advancing the construction industry by improving the lives of people working in construction, driving technology innovation, and building a global community of groundbreakers. Our connected global construction platform unites all stakeholders on a project with unlimited access to support and a business model designed for the construction industry.

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