The Resource Planning tool at the Company level is Procore’s construction resource management solution that provides real-time insight into your job assignments and availability.
To set up your Resource Planning tool, Procore offers a one-time data upload to set up your projects, employees, and more. While only certain fields are required, it's recommended to fill out as much information as accurately as possible for the most complete setup.
Beta
Alternatively, you can import your data as many times as you'd like with the Data Upload beta.
Things to Consider
Customers can use this process one (1) time to set up their Resource Planning Tool.
No special characters (~`!@#$%^&*()_{[}]|:;“‘<,>.?/)
Tip
Fill out as much information as possible for the most complete setup.
Review the spreadsheet for accuracy before submitting it.
Steps
Navigate to the Company level Resource Planning tool.
Click the Configure Settings icon.
Click Data Upload.
Click the Excel Template to download the template.
Fill out the following information in the template:
Groups
Job Titles
Tags
Tag Categories
People
Projects
Email the completed spreadsheet to your Procore point of contact.
Groups
Show/Hide Fields
Required Fields
Group Name. The title of Resource Planning group. Hyphens (-) are accepted. Example: Kansas City
Group ID. The abbreviated group identifier. Example: KS
Time Zone. The time zone of the group location.
America/Chicago
America/Los_Angeles
America/New_York
America/Denver
Australia/Brisbane
Australia/Sydney
Australia/Adelaide
Australia/Darwin
Australia/Perth
Pacific/Auckland
Optional Fields
Address 1. The address of the group location. Example: 1234 Main St
Address 2. The address of the group location. Example: Suite 320
City/Town. The city of the group location. Example: Kansas City
State/Province. The state abbreviation code of group location, formatted with all uppercase letters. Example: MO
Postal Code. The postal code of the group location (for US Customers). Example: 62113
Country. The country of the group location, formatted as a standard country code. Example: US
Contact Name. The name of the point of contact for the group. Example: John Smith
Contact Phone Number. The phone number for the group's point of contact.
The format is +[country code]XXXXXXXXXX.
Examples: +19135558225, or +6421345687.
Contact Email. The email address for the group's point of contact. Example: test@test.com
Job Titles
Show/Hide Fields
Required Fields
Job Title Name. The name of the job title. Hyphens (-) are accepted. Example: Apprentice
Job Title ID. The abbreviated job title identifier. Example: APP
Group ID(s). The group(s) the job titles are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS
If there are more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
If the job title belongs to all groups, type 'All'. Example: All
Optional Fields
Job Title Color. The HEX value associated with the Job Title. Example: #FFA500
Tags
Show/Hide Fields
Required Fields
Tag Name. The name of certification/training/badging tag. Hyphens (-) are accepted. Example: OSHA 30
5-Digit (Character) Identifier. The abbreviated name of tag that can be easily identified on the Boards and List views. This field can support up to five characters. Example: OSH30
Group IDs. The groups the tags are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS
If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
If the job title belongs to all groups, type 'All'. Example: All
Does this Tag Expire? (Y/N). Whether or not the tag can expire, like a certification. Example: Y
Optional Fields
Tag Color (HEX value). The HEX value associated with the tag. Example: #FFA500
# of Days Warning. If this tag expires, a warning period (in days) can be set to notify users about expiring tags. Example: 60
Categories. The name of the tag category the tag belongs to. Example: Safety.
If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: Safety|Badging
Tag Categories
Show/Hide Fields
Required Fields
Category Name. The category names that are used to organize tags. Example: Safety
People
Show/Hide Fields
Required fields
First Name. The first name of employee. Hyphens (-) and apostrophes (') are accepted. Example: John
Last Name. The last name of the employee. Example: Smith
Group ID(s) Available To. Which groups the employees should be visible.
The ID must match Group ID in the 'Group' tab exactly. Example: KS
If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
If the job title belongs to all groups, type 'All'. Example: All
Status (active/inactive). The current status of the employee. Example: active
Assignable (Y). All employees must be added as assignable in the data upload. After the data upload is complete, you can update this in the Resource Planning tool. Example: Y
Employee ID. The employee's ID number. Example: B18283
Optional Fields
Job Title ID. The job title ID of the employee. The ID must match the Job Title ID exactly. Example: APP
Date of Hire (MM/DD/YYYY). The date the employee was hired. Example: 01/26/2016
Hourly Wage (XX or XX.XX). The employee's hourly rate. Example: 25.50
Mobile Phone. The employee's mobile number.
The format is +[country code]XXXXXXXXXX.
Examples: +19135558225, or +6421345687.
Note
The same phone number can not be uploaded for different employees. Please remove any duplicate phone numbers.
Can Receive SMS (Y/N). Whether the employee should receive alerts and messages via SMS. Example: Y
Email. The employee's email address. Example: test@test.com
Note
If possible, this should be their work email address as this will be their log in to Procore, and receive notifications from Resource Planning.
The same email address can not be uploaded for different employees. Please remove any duplicate email addresses.
Can Receive Email (Y/N). Whether the employee should receive alerts and messages via email. Example: Y
Address 1. The employee's address. This is required for the employee to appear on the Resource Planning map. Example: 1234 Main St
Address 2. The employee's address. Example: Suite 320
City/Town. The employee's city. This is required for the employee to appear on the Resource Planning map. Example: Kansas City
State/Province. The employee's state abbreviation code, formatted with all uppercase letters. This is required for the employee to appear on the Resource Planning map. Example: MO
Postal Code. The employee's postal code (for US Customers). This is required for the employee to appear on the Resource Planning map. Example: 62113
Country. The employee's country, formatted as a standard country code. Example: US
Date of Birth (MM/DD/YYYY). The employee's date of birth. Example: 01/26/1980
Gender (M/F). The employee's gender. Example: M
Emergency Contact Name. The name of the employee's emergency contact. Example: Jane Smith
Emergency Contact Relationship. The relationship between the employee and their emergency contact. Example: Spouse
Emergency Contact Phone Number. The phone number of the employee's emergency contact.
The format is +[country code]XXXXXXXXXX.
Examples: +19135558225, or +6421345687.
Emergency Contact Email. The email address for the employee's emergency contact. Example: test@test.com
Projects
Show/Hide Fields
Required Fields
Project Name. The name of project. Hyphens, apostrophes, ampersand and periods are accepted. Example: Acme Stadium
Group IDs. The groups the projects are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS
If there is more than one group, each group must be separated by a pipe (|) with no spaces.
Example: KC|LA If the job title belongs to all groups, type 'All'. Example: All
Status (active, pending, inactive). The status of the project. Example: active.
Project Number. The tracking number for the project. Hyphens (-) accepted. Example: AC2997
Optional Fields
Project Color (HEX value). The HEX value associated with the Job Title. Example: #FFA500
Tip
Some customers color code their projects by Project Manager, Customer, Project Type, etc.
Address 1. The job site's address. This is required for the project to appear on the Resource Planning map. Example: 1234 Main St
Address 2. The job site's address. Example: Suite 320
City/Town. The job site's city.This is required for the project to appear on the Resource Planning map. Example: Kansas City
State/Province. The job site's state abbreviation code, formatted with all uppercase letters. This is required for the project to appear on the Resource Planning map. Example: MO
Postal Code. The job site's postal code (for US Customers). This is required for the project to appear on the Resource Planning map. Example: 62113
Country. The job site's country, formatted as a standard country code. Example: US
Time Zone. The time zone of the job site.
America/Chicago
America/Los_Angeles
America/New_York
America/Denver
Australia/Brisbane
Australia/Sydney
Australia/Adelaide
Australia/Darwin
Australia/Perth
Pacific/Auckland
Default Daily Start Time (XX:XX AM/PM). The default time assignments start on this project. Example: 07:00 AM
Default Daily Stop Time (XX:XX AM/PM). The default time assignments stop on this project. Example: 03:30 PM
Estimated Start Date* (MM/DD/YYYY). The estimated start date of the project. Example: 02/22/2021
Estimated End Date (MM/DD/YYYY). The estimated end date date of the project. Example: 08/25/2025
Average Hourly Bid Rate (XX or XX.XX). The the estimated average hourly rate? Example: 25.10
Percentage Complete. Current percentage complete of the project. Example: 95
Customer. The customer of the project. Example: ACME Construction Co
Project Type. The type of project. Example: Commercial
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