Prepare Data for Import to the Resource Planning Tool

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

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

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

Required Fields

• Category Name. The category names that are used to organize tags. Example: Safety

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

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