Create Resource Assignments

Assignments allow you to manage your resources by assigning resources to projects. Assignments can also be used for forecasting and planning future work. You can keep these assignments private until you are ready to notify the assignee or other members of your team.

You can bulk create assignments with the new Assignments Gantt. You can also make assignments to fill resource requests. See Fill a Resource Request.

• Required User Permissions

• You can manage user visibility of assignments with assignment request statuses. See Configure Assignment Request Statuses for Resource Planning.

• Linked users that are given resource assignments are automatically added to the project.

• When equipment is assigned a Resource Assignment from the Assignment Gantt (Beta), it is automatically added to the project.

• Timesheets Show/Hide

  • If creating a Timesheet for a user with an assignment, their start and stop times are automatically filled in to the timesheet based on their assignment in Resource Planning.

  • Data syncing between Resource Planning and Procore is required. See What is Data Syncing for Resource Planning?

  • Assignees must be 'Users' in Procore, and not 'Contacts'. See What people information is synced between Resource Planning and the Procore Company Directory?

You can create resource assignments from the following places:

• Assignments List

• Assignments List (Beta)

• Assignments Boards

• Assignments Gantt

• Assignments Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments List.

3. Click New.

4. Complete the assignment information. Show/Hide Fields

   • Project. Enter the project that the assignment is for.

   • Person. The assignee.

   • Category. Enter the category for the assignment.

   • Subcategory. Enter the subcategory for the assignment.

   • Status. Select the assignment status.

   • Working Days. Enter the working days needed for the Assignment.

   • Tags. Select the tags for the assignment. See Configure Tags for Resource Planning.

   • Start Day. Enter the date the work assignment starts.

     • Date. Enter the specific start date for the assignment.

     • Project Start. If the assignment starts on the same date as the project, select the project start date.

   • End Day. Enter the date the work assignment ends.

     • Date. Enter the specific end date for the assignment.

     • Weeks. Enter how many weeks the assignment is for.

     • Project End. If the assignment ends on the same date as the project, select the project end date.

   • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Resource Allocation Type?

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment begins.

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment ends.

     • Percent. If you selected 'Percent', enter the percent allocated to the assignment

   • Overtime. Mark this checkbox to allow overtime for any time that goes over the allotted paid hours per shift.

5. Custom Fields. Enter information for any assignment custom fields. See Configure Custom Fields for Resource Planning.

6. Click Save to save the assignment.
   OR
   Click the caret icon and select Save and Alert to save the assignment and send an Assignment Alert to the assignee.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments List (Beta).

3. Click Create.

4. Fill out the 'Details' information. Show/Hide Fields

   • Project. Select the project from the drop-down menu.

   • Category. Select the category.

   • Subcategory. Select the subcategory.

   • Labor. Select the assignee(s) from the drop-down menu.

   •  In Beta

     Equipment. Select equipment from the drop-down menu.

     To add equipment to assignments, your project must have the following configurations:

     • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

     • Equipment records must be added to your project. See Add or Remove Equipment from Projects.

     • Data sync must be enabled for projects. See What is data syncing for Resource Planning?

5. Fill out the 'Schedule' information. Show/Hide Fields

   • Start Date. Enter the date the work assignment starts.

   • End Date. Enter the date the work assignment ends.

   • Move the 'Set Assignment by Start Week and Duration' toggle to the ON position. Then enter the Start Time and End Time.
     OR
     Move the 'Set Assignment by Allocation' toggle to the ON position. Then enter the Percent Allocated for the request.

   • Work Days. Mark the checkbox for each work day for the request.

   • Overtime. If an assignment allows for overtime, move the 'Overtime' toggle to the ON position.

     1. Enter the 'Overtime Rates' per day of the week.
        For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

     2. Enter the Pay Split.

6. Fill out the Additional Information. 

7. Optional: Enter Scope of Work to describe the scope of work.

8. Optional: Enter Assignment Instructions to provide additional instructions.

9. Optional: Enter Comments.

10. Click Create.

On the Assignments Boards, you can create a resource assignment the in following ways:

• The 'New' Button

• Drag and Drop from the Resource Bench

Create a Resource Assignment with the 'New' Button

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments Boards.

3. Click New.

4. Complete the assignment information. Show/Hide Fields

   • Project. Enter the project that the assignment is for.

   • Person. The assignee.

   • Category. Enter the category for the assignment.

   • Subcategory. Enter the subcategory for the assignment.

   • Status. Select the assignment status.

   • Working Days. Enter the working days needed for the Assignment.

   • Tags. Select the tags for the assignment. See Configure Tags for Resource Planning.

   • Start Day. Enter the date the work assignment starts.

     • Date. Enter the specific start date for the assignment.

     • Project Start. If the assignment starts on the same date as the project, select the project start date.

   • End Day. Enter the date the work assignment ends.

     • Date. Enter the specific end date for the assignment.

     • Weeks. Enter how many weeks the assignment is for.

     • Project End. If the assignment ends on the same date as the project, select the project end date.

   • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Resource Allocation Type?

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment begins.

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment ends.

     • Percent. If you selected 'Percent', enter the percent allocated to the assignment

   • Overtime. Mark this checkbox to allow overtime for any time that goes over the allotted paid hours per shift.

5. Click Save to save the assignment.
   OR
   Click the caret icon and select Save and Alert to save the assignment and send an Assignment Alert to the assignee.

Create a Resource Assignment using Drag and Drop

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments Boards.

3. Locate your 'Resource Bench'. See What is the 'resource bench' in Resource Planning?

4. Locate the person you want to assign. See Search, Sort, and Filter People on the Assignments Boards.

5. From the 'Resource Bench', use a drag-and-drop operation to move the assignee's name to the project. See What is the 'resource bench' in Resource Planning?

6. Complete the assignment information. Show/Hide Fields

   • Project. Enter the project that the assignment is for.

   • Person. The assignee.

   • Category. Enter the category for the assignment.

   • Subcategory. Enter the subcategory for the assignment.

   • Status. Select the assignment status.

   • Working Days. Enter the working days needed for the Assignment.

   • Tags. Select the tags for the assignment. See Configure Tags for Resource Planning.

   • Start Day. Enter the date the work assignment starts.

     • Date. Enter the specific start date for the assignment.

     • Project Start. If the assignment starts on the same date as the project, select the project start date.

   • End Day. Enter the date the work assignment ends.

     • Date. Enter the specific end date for the assignment.

     • Weeks. Enter how many weeks the assignment is for.

     • Project End. If the assignment ends on the same date as the project, select the project end date.

   • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Resource Allocation Type?

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment begins.

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment ends.

     • Percent. If you selected 'Percent', enter the percent allocated to the assignment

   • Overtime. Mark this checkbox to allow overtime for any time that goes over the allotted paid hours per shift.

7. Click Save to save the assignment.
   OR
   Click the caret icon and select Save and Alert to save the assignment and send an Assignment Alert to the assignee.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Click New.

4. Complete the assignment information. Show/Hide Fields

   • Project. Enter the project that the assignment is for.

   • Person. The assignee.

   • Category. Enter the category for the assignment.

   • Subcategory. Enter the subcategory for the assignment.

   • Status. Select the assignment status.

   • Working Days. Enter the working days needed for the Assignment.

   • Tags. Select the tags for the assignment. See Configure Tags for Resource Planning.

   • Start Day. Enter the date the work assignment starts.

     • Date. Enter the specific start date for the assignment.

     • Project Start. If the assignment starts on the same date as the project, select the project start date.

   • End Day. Enter the date the work assignment ends.

     • Date. Enter the specific end date for the assignment.

     • Weeks. Enter how many weeks the assignment is for.

     • Project End. If the assignment ends on the same date as the project, select the project end date.

   • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Resource Allocation Type?

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment begins.

     • Work Hours Start. If you selected 'Hours', enter the time of day the assignment ends.

     • Percent. If you selected 'Percent', enter the percent allocated to the assignment

   • Overtime. Mark this checkbox to allow overtime for any time that goes over the allotted paid hours per shift.

5. Click Save to save the assignment.
   OR
   Click the caret icon and select Save and Alert to save the assignment and send an Assignment Alert to the assignee.

Note: Users given assignments this way are also added to the project in the company's Directory.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. On the list, right click the project, category or subcategory for the assignment and select New Assignment.
   Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis and select New Request.

4. Fill out the 'Details' information. Show/Hide Fields

   • Project. Select the project from the drop-down menu.

   • Category. Select the category.

   • Subcategory. Select the subcategory.

   • Labor. Select the assignee(s) from the drop-down menu.

   •  In Beta

     Equipment. Select equipment from the drop-down menu.

     To add equipment to assignments, your project must have the following configurations:

     • The Equipment tool must be enabled for your project. See Add and Remove Project Tools.

     • Equipment records must be added to your project. See Add or Remove Equipment from Projects.

     • Data sync must be enabled for projects. See What is data syncing for Resource Planning?

5. Fill out the 'Schedule' information. Show/Hide Fields

   • Start Date. Enter the date the work assignment starts.

   • End Date. Enter the date the work assignment ends.

   • Move the 'Set Assignment by Start Week and Duration' toggle to the ON position. Then enter the Start Time and End Time.
     OR
     Move the 'Set Assignment by Allocation' toggle to the ON position. Then enter the Percent Allocated for the request.

   • Work Days. Mark the checkbox for each work day for the request.

   • Overtime. If an assignment allows for overtime, move the 'Overtime' toggle to the ON position.

     1. Enter the 'Overtime Rates' per day of the week.
        For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

     2. Enter the Pay Split.

6. Fill out the Additional Information. See Configure Custom Fields for Resource Planning.

7. Optional: Enter Scope of Work to describe the scope of work.

8. Optional: Enter Assignment Instructions to provide additional instructions.

9. Optional: Enter Comments.

10. Click Create.