Resource Planning - Tutorials

Resource Planning Manage Projects Create Projects in Resource Planning Edit Project Details in Resource Planning Shift Project Dates for a Future Project Manage Attachments for Projects in Resource Planning Create and Manage Project Categories for Resource Planning Create Notes About Projects in Resource Planning Add or Edit Tags for Projects in Resource Planning View Tag Attachments for Projects Assign Project Roles for Resource Planning Delete or Inactivate a Project in Resource Planning Manage Wage Overrides in Resource Planning View Activity about a Project in Resource Planning Manage People Add People to Resource Planning Edit People in Resource Planning Manage Attachments for People in Resource Planning Create Notes About People in Resource Planning Add or Edit Tags for People in Resource Planning View Tag Expiration Dates and Attachments for People Assign or Edit a User's Notification Profile in Resource Planning Change a Person's User Type in Resource Planning Change a User's Permission Template in Resource Planning Bulk Edit People in Resource Planning Delete or Inactivate People in Resource Planning Bulk Delete People in Resource Planning View Activity about a Person in Resource Planning View People Details in Resource Planning Time Off Create Time Off in Resource Planning View and Edit Time Off in Resource Planning Delete Time Off in Resource Planning Bulk Edit Time Off in Resource Planning Bulk Delete Time Off in Resource Planning  Resource Requests Add and Remove Requests from Categories Create a Labor Plan Create a Resource Request Edit a Resource Request Bulk Edit Resource Requests Fill a Resource Request Delete a Resource Request Bulk Delete Resource Requests Resource Assignments Add and Remove Assignments from Categories Create a Resource Assignment Create Resource Assignments Using Rapid Assign Edit a Resource Assignment Bulk Edit Resource Assignments End a Resource Assignment Delete a Resource Assignment Bulk Delete Resource Assignments View Resource Planning View the People List Search, Sort, and Filter the People List Export the People List Configure View for the Projects List Search, Sort, and Filter the Project List Export the Project List View the Resource Assignments List Sort and Filter the Resource Assignments List Export the Resource Assignments List View the Assignments Boards Search, Sort, and Filter People on the Assignments Boards Search, Sort, and Filter Projects on the Assignments Boards View the Assignments Gantt Resource Planning: Gantt User Guide Configure Assignments Gantt View Search , Sort, and Filter the Assignments Gantt Export the Assignments Gantt View the Resource Requests List Search, Sort, and Filter the Resource Requests List Export the Resource Request List View the Time Off List Search, Sort, and Filter the Time Off List Export the Time Off List Create Saved Views in Resource Planning Edit or Delete Saved Views in Resource Planning

Settings  Tip Just getting started? Use the Resource Planning Setup Guide. Configure Resource Planning Permissions Create Permissions Templates for Resource Planning Edit Permissions Templates for Resource Planning Delete Permissions Templates for Resource Planning Configure Resource Planning Settings Configure Assignment and Request Statuses for Resource Planning Configure Company Details in Resource Planning Configure Costing in Resource Planning Configure Custom Fields for Resource Planning Configure Groups for Resource Planning Configure Integration Settings for Resource Planning Configure Job Titles for Resource Planning Configure QR Codes for Resource Planning Create QR Codes for People Create QR Codes for Projects in Resource Planning Configure Sensitive Fields for Resource Planning Configure Tags for Resource Planning Prepare Data to be Synced between Resource Planning and Procore Prepare Data for Import to the Resource Planning Tool Configure Communications Settings Configure Default Assignment Alerts for Resource Planning Create Custom Assignment Alerts for Projects Configure Notification Profiles for Resource Planning Set Up Your SMS and Email Signature in Resource Planning Communications Alerts Send Assignment Alerts in Resource Planning Respond to Assignment Alerts for Resource Planning Manage Open Assignment Alerts for Resource Planning Managed Scheduled Assignment Alerts for Resource Planning Manage Draft Assignment Alerts for Resource Planning View Closed Assignment Alerts for Resource Planning Messages Send a Message for Resource Planning Respond to a Resource Planning Message Manage Your Inbox for Resource Planning Manage Scheduled Messages for Resource Planning Manage Draft Messages for Resource Planning Manage Starred Messages for Resource Planning Manage Sent Messages for Resource Planning Manage Archived Messages for Resource Planning View Read Receipts for Messages Sent in Resource Planning Notifications View Notifications in Resource Planning Dashboards Resource Planning Dashboards View the Activity Dashboard View the Map Dashboard View the Totals Dashboard Search and Filter the Totals Dashboard Export the Totals Dashboard View and Configure the Project Labor Graph Reports Resource Planning Reports Export the Assignment History Report Export the Availability Look-Ahead Report Export the Tags Requiring Action Report Export the Workforce Report Create Saved Reports in Resource Planning Edit or Delete Saved Reports in Resource Planning