View People Details in Resource Planning

Objective

To view people's profile information for Resource Planning.

Background

For projects using Resource Planning and Resource Tracking tools, you can view the profiles for people on your team using the People List tool. In addition to contact information, you can view custom fields, and tags.

The people managed in this tool are used for Resource Planning assignments, as well as in the Crews, and the Timesheets tool.

Things to Consider

• Required User Permissions
• Only people added in Resource Planning are shown in the People List tool.
• If data syncs are enabled:
  • For projects using Resource Planning, users and contacts MUST be added using the People List tool in Resource Planning. People added in the Company Directory will NOT be available for Resource Planning.
  • To see what information is added to the Company Directory, see What people information is synced between Resource Planning and the Procore Company Directory?
  • The People List tool allows you to save additional information that does not appear in the Company Directory.

Prerequisites

• Add People to Resource Planning

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click People and select People List.
3. Locate the user record to modify. Then click on their name.
   Any recorded information about the person appears in the 'Info' section.

 Tip

If data syncs are enabled, the link  icon indicates that the person is synced to a user in your Company level Directory. You can click the link  icon to see the user's record in the Company level Directory.

See Also

• Edit People in Resource Planning