Edit Project Details in Resource Planning

Resource Planning gives you the ability to create and edit projects so that you can manage your resources for those initiatives.

• Required User Permissions

• If data syncs are enabled:

  • Projects edited in Resource Planning are synced and available in the Portfolio tool to be used with other Procore tools.

  • Only some information synced between Resource Planning and the Portfolio tool. See What project information is synced between Resource Planning and Procore Projects?

  • Editing projects in the Portfolio tool will not sync the changes to Resource Planning. Your company manages all projects in Resource Planning as the system of record.

• If data syncs are enabled:

  • Edits to projects are not synced to the Portfolio tool.

    
    

• Your company must choose Resource Planning as the system of record for project creation and management.

• Create Projects in Resource Planning

• Edit Projects Details Inline

• Bulk Edit Projects

• Edit from Project Details

Edit Project Details Inline

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select Project List.

3. Click the field that you want to edit.

4. Edit the information.

5. Click out of the field to save the information.

Bulk Edit Projects

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select **Project List.

3. Mark the checkboxes for the projects you want to edit.
   OR
   Select the checkbox in the header to select all projects.

4. Click the edit icon.

5. Edit the information.

6. Click Save.

Edit Project Information from Project Details

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select Project List.

3. Click the project name.

4. On the Overview tab, locate the 'Information' section and click Edit.

5. Edit the information.

6. Click Save.