Configurar cargos para o Planejamento de Recursos

A New Admin Settings Experience is Available

Company Administrators can enable the Resource Planning: NGX Helix - Admin beta in Procore Explore. (US 2 | UK)

Background

Job titles help you organize your team. Depending on the task you are performing, you can find and filter people by job title. You can also use job titles to assign people to project roles for specific projects.

Things to Consider

Permissões de usuário necessárias Planejamento de Recursos - Permissões
Job titles can be rearranged in this list using the reorder icon.

Tip

Set up your job titles as you would when building a labor plan. Job titles should be granular enough that you can easily assign the correct resource, but not so granular to have job titles that you never request.
You can add an hourly rate to a job title which allows you to manage cost using job titles instead of individual people.

Steps

Navigate to the Company level Resource Planning tool.
Click the Settings icon.
Click Job Titles.
Click New or Add Job Title.
Enter the job title information.
Show/Hide Fields
- Name. The name of the job titles.
- Color. The color for the job titles.
- Type. How the job is paid (hourly or salaried).
- Globally Accessible to All Groups. Mark this checkbox if you want to make this job title available in all groups.
- Groups. If you chose to limit the job title from being available in all groups, select which groups should have access to the job title.
- Hourly Rate. The default or average hourly rate for that job title.
  Note: This is typically the general rate for the job title and used for forecasting.
Click Save.

Tip

Click the edit icon to make changes to existing options.
Click the delete icon remove existing options.