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. In the 'Create Company Permissions Template' window, enter a name for the company permissions template and click Confirm.
   You are redirected to the 'Edit Template' page for your new company permissions template. See Edit a Company Permissions Template.

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.

      Tip

     • To make users with this permissions template a Company Administrator, select 'Admin' permissions for the Company level Directory tool. This gives them 'Admin' level permissions for all Company level tools and Project level tools for projects that they are added to.

5. Click Save and select from the following:

   • Save.

   • Save & Return to Company Permissions.