Assign Resources to Activities

Assigning resources allows you to track who is responsible for each task. In the Procore Scheduling tool, these assignments are primarily used for filtering and identifying crew density—helping you see if too many subcontractors are scheduled to work in the same area at the same time.

• Directory Sync: If a company or user is missing from your dropdown, click the Fetch Latest Procore Details (cloud icon) in the top toolbar to sync with the Project Directory.

• Notifications: Currently, assigning a resource does not trigger an automated email or "My Open Items" notification; this functionality is planned for a future update.

1. Navigate to the Scheduling tool.

2. In the task grid, locate the Resource, Assignees, or Approvers column.

   • Note: If these columns are not visible, click the Views button and toggle them on.

3. Click into the cell for the desired activity.

4. Select the appropriate Company or User from the dropdown menu.

5. To assign multiple people, continue selecting names from the list.

6. Press Enter or click outside the cell to save.