资源规划和 Procore 公司目录之间同步了哪些人员信息？
背景
解答
将人员添加到资源计划时，资源计划中存在三种资源计划用户类型人员:"用户"、"可分配"或"可分配用户"。在公司目录中创建用户账户时，你可以为他们分配以下资源计划用户类型之一。通过人员列表创建人员时，你创建用户的方式决定了他们是否也将成为公司目录中的用户或联系人。
Note
Assignable User
Can be assigned to resource assignments
Can log in to Procore and Resource Planning
Can be tracked using Procore Timesheets
Is added to the Directory as a 'User'
Can track own time using My Time tool
User
Can NOT be assigned to resource assignments
Can log in to Procore and Resource Planning
Can be tracked using Procore Timesheets
Is added to the Directory as a 'User'
Assignable
Can be assigned to resource assignments
Can NOT log in to Procore and Resource Planning
Can be tracked using Procore Timesheets
Is added to the Directory as a 'Contact'
Note: If there is a matching user record in your Directory, they will be linked to the 'User' instead.
决定如何创建用户后，以下信息将在人员列表之间同步到公司目录的"个人信息"部分。可以在公司目录的"资源计划"标签页中编辑和查看所有其他字段。
Resource Planning | Procore Company Directory |
|---|---|
First Name | First Name |
Last Name | Last Name |
Employee ID | Employee ID |
Mobile Phone | Mobile Phone |
Email Address | Email Address |
Job Title Note: This is synced one way from Resource Planning to the Directory. | Job Title Note: This is synced one way from Resource Planning to the Directory. |
Status | Active? |
Note
By default, users created in Resource Planning and synced to the Procore Directory are granted ‘Standard’ level permissions to the Resource Planning tool, and the lowest possible permissions level to all other Procore tools. You can grant permissions by updating your Company Permissions Templates or by updating the user’s permissions in their profile. See Edit a Company Permissions Template or Edit a User Account in the Company Directory.
Contacts are only created for 'Assignable' resources if they have an employee ID.
To avoid duplicate records, ensure that all people have matching records of the following in both Resource Planning and the Company Directory:
Employee ID
Email Address
User Types