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  1. Support Home
  2. Resource Planning Setup Guide
  3. Success!

Resource Planning Setup Guide

  • Welcome
  • Groups
    • What are groups?
    • Considerations and Best Practices
    • Configure Groups
  • Job Titles
    • What are job titles?
    • Considerations and Best Practices
    • Configure Job Titles
  • Tags
    • What are tags?
    • Considerations and Best Practices
    • Configure Tags
  • Custom Fields
    • What are custom fields?
    • Considerations and Best Practices
    • Configure Custom Fields
  • User Permissions
    • What are User Permissions?
    • Configure a Company Permission Template
    • Considerations and Best Practices for Resource Planning Templates
    • Configure Resource Planning Permissions Templates
  • Import Resource Planning Data
    • Prepare Data to Import
    • Import Data
  • Data Management
    • Integrations
    • Data Syncing
  • Additional Configurations
  • Update Users in Procore
    • Why do I need to Update Users in Procore?
    • Update Resource Types
    • Update User Permissions in Resource Planning
    • Update User Permissions in Procore
  • Invite Users to Procore
  • Success!
  • Welcome
  • Groups
    • What are groups?
    • Considerations and Best Practices
    • Configure Groups
  • Job Titles
    • What are job titles?
    • Considerations and Best Practices
    • Configure Job Titles
  • Tags
    • What are tags?
    • Considerations and Best Practices
    • Configure Tags
  • Custom Fields
    • What are custom fields?
    • Considerations and Best Practices
    • Configure Custom Fields
  • User Permissions
    • What are User Permissions?
    • Configure a Company Permission Template
    • Considerations and Best Practices for Resource Planning Templates
    • Configure Resource Planning Permissions Templates
  • Import Resource Planning Data
    • Prepare Data to Import
    • Import Data
  • Data Management
    • Integrations
    • Data Syncing
  • Additional Configurations
  • Update Users in Procore
    • Why do I need to Update Users in Procore?
    • Update Resource Types
    • Update User Permissions in Resource Planning
    • Update User Permissions in Procore
  • Invite Users to Procore
  • Success!

Success!

Congratulations! Your company is now ready to use the Resource Planning tool:

  • Apply Tags to People and Projects

  • Apply Custom Fields to People and Projects

  • Create Projects in the Portfolio tool or Resource Planning, based on on how you chose to sync data.

  • Create Resource Requests

  • Create Resource Assignments

Invite Users to Procore

Procore is committed to advancing the construction industry by improving the lives of people working in construction, driving technology innovation, and building a global community of groundbreakers. Our connected global construction platform unites all stakeholders on a project with unlimited access to support and a business model designed for the construction industry.

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