Workforce Planning - User Permissions
Workforce Planning
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level set in the company's Permissions tool.
Users can take the action with this permission level set in the company's Permissions tool AND one or more granular permissions set in the Workforce Planning tool.
See What granular permissions are available for the company's Workforce Planning tool?
Important
- In Workforce Planning, additional permissions templates allow you to take specific actions within the Workforce Planning tool.
- There are four standard permissions templates in Workforce Planning. You can use or edit these permission templates, or create your own based on the tool's available granular permissions.
- The 'Admin' permissions template has all granular permissions enabled. Users assigned that permissions template can take all actions in the Workforce Planning tool.
- This matrix shows which granular permissions need to be selected to take the action. Sometimes additional granular permissions that are also needed to perform the action are automatically applied.
| Action | None | Read Only | Standard | Admin | Notes |
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Add Attachments for People in Workforce Planning |
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Add Attachments for Projects in Workforce Planning |
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Add People to Workforce Planning |
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Add or Edit Custom Fields for People in Workforce Planning |
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Add or Edit Custom Fields for Projects in Workforce Planning |
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Add or Edit Sensitive Custom Fields for People in Workforce Planning |
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Add or Edit Sensitive Custom Fields for Projects in Workforce Planning |
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Add or Edit Custom Fields for a Workforce Assignment |
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To send assignment alerts to assignees when making assignments, users also need the 'Create/Edit/Delete Alerts' granular permission. | |
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Add or Edit Custom Fields for Any Workforce Request |
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Add or Edit Custom Fields for Workforce Requests You Created |
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Add or Edit Tags for People |
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Add or Edit Tags for Projects in Workforce Planning |
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Add Wage Overrides in Workforce Planning |
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Assign Project Roles for Workforce Planning |
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Assign or Edit a User's Notification Profile in Workforce Planning |
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Bulk Delete People in Workforce Planning |
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Bulk Delete Projects in Workforce Planning |
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Bulk Delete Time Off in Workforce Planning |
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Bulk Delete Workforce Assignments |
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Bulk Delete Any Workforce Requests |
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Bulk Delete Workforce Requests You Created |
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Bulk Edit People in Workforce Planning |
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Bulk Edit Projects in Workforce Planning |
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Bulk Edit Workforce Assignments |
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Bulk Edit Any Workforce Request |
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Bulk Edit Workforce Requests You Created Web |
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Change a Person's User Type in Workforce Planning |
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Change a User's Permission Template in Workforce Planning |
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Configure Assignment and Request Statuses for Workforce Planning |
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Configure Company Details in Workforce Planning |
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Configure Costing in Workforce Planning |
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Configure Custom Fields for Workforce Planning |
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Configure Default Assignment Alerts for Workforce Planning |
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Configure Groups for Workforce Planning |
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Configure Integration Settings for Workforce Planning |
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Users must be assigned the 'Admin' permissions template in Workforce Planning. | |
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Configure Job Titles for Workforce Planning |
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Configure Notification Profiles for Workforce Planning |
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Configure QR Codes for Workforce Planning |
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Configure Sensitive Fields for Workforce Planning |
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Configure Tags for Workforce Planning |
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Create Custom Assignment Alerts for Projects |
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Create Notes About People in Workforce Planning |
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Create Notes About Projects in Workforce Planning |
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Create Permissions Templates for Workforce Planning |
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Create Project Categories for Workforce Planning |
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Create Projects in Workforce Planning |
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Create QR Codes for People |
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Create QR Codes for Projects in Workforce Planning |
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Create Saved Reports in Workforce Planning |
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Create Saved Views for Assignments in Workforce Planning |
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Create Saved Views for the People List in Workforce Planning |
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Create Saved Views for Requests in Workforce Planning |
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Create Saved Views for Time Off in Workforce Planning |
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Create Saved Views for the Totals Dashboard in Workforce Planning |
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Create Time Off in Workforce Planning |
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Create Workforce Assignments Using Rapid Assign |
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Create a Workforce Assignment |
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Create a Workforce Request |
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Delete Messages for Workforce Planning |
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Delete Scheduled Assignment Alerts for Workforce Planning |
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Delete Permissions Templates |
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Delete Time Off in Workforce Planning |
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Delete a Workforce Assignment |
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Delete Any Workforce Request |
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Delete a Workforce Request You Created |
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Delete People in Workforce Planning |
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Delete a Project in Workforce Planning |
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Download the Time Off List |
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Edit Assignment Alerts for Workforce Planning |
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Edit Attachments for People in Workforce Planning |
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Edit Attachments for Projects in Workforce Planning |
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Edit Messages for Workforce Planning |
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Edit or Delete Saved Reports in Workforce Planning |
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Edit or Delete Saved Views for Assignments in Workforce Planning |
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Edit or Delete Saved Views for the People List in Workforce Planning |
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Edit or Delete Saved Views for Requests in Workforce Planning |
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Edit or Delete Saved Views for Time Off in Workforce Planning |
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Edit or Delete Saved Views for the Totals Dashboard in Workforce Planning |
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Edit People in Workforce Planning |
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Edit Permissions Templates for Workforce Planning |
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Edit Project Details in Workforce Planning |
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Edit Time Off in Workforce Planning |
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Edit Wage Overrides in Workforce Planning |
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Edit a Workforce Assignment |
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Edit Any Workforce Request |
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Edit a Workforce Request You Created |
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End a Workforce Assignment |
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Export the Assignment History Report |
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Export the Assignments Gantt |
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Export the Availability Look-Ahead Report |
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Export the People List |
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Export the Project List |
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Export the Tags Requiring Action Report |
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Export the Time Off List |
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Export the Totals Dashboard |
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Export the Assignments List |
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Export the Workforce Report |
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Export the Workforce Request List |
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Fill a Workforce Request |
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To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
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Inactivate People in Workforce Planning |
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Inactivate a Project in Workforce Planning |
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Manage Archived Messages for Workforce Planning |
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Manage Your Inbox for Workforce Planning |
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| Receive Messages Sent from Workforce Planning via Email | People must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. See Edit People in Workforce Planning. | ||||
| Receive Messages Sent from Workforce Planning via Email | People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. See Edit People in Workforce Planning. | ||||
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Remove Wage Overrides in Workforce Planning |
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Respond to Assignment Alerts for Workforce Planning |
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Respond to a Workforce Planning Message |
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Search and Filter the Assignments Gantt |
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Search and Filter the Totals Dashboard |
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Search, Sort, and Filter People on the Assignments Boards |
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Search, Sort, and Filter Projects on the Assignments Boards |
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Search, Sort, and Filter the People List |
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Search, Sort, and Filter the Project List |
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Search, Sort, and Filter the Time Off List |
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Search, Sort, and Filter the Workforce Requests List |
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Send Assignment Alerts in Workforce Planning |
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Send a Message for Workforce Planning |
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Set Up Your SMS and Email Signature in Workforce Planning |
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Shift Dates for a Future Project |
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Sort and Filter the Workforce Assignments List |
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View Activity about a Person in Workforce Planning |
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View Activity about a Project in Workforce Planning |
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View and Configure the Project Workforce Graph |
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View Assignment Alerts for Workforce Planning |
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View Attachments for People in Workforce Planning |
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View Attachments for Projects in Workforce Planning |
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View Messages for Workforce Planning |
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To see messages in Workforce Planning, the message must have been sent with the 'Shared' checkbox marked. | |
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View Notifications in Workforce Planning |
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View People Details in Workforce Planning |
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View Tag Attachments for Projects |
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View Tag Expiration Dates and Attachments for People |
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View Time Off in Workforce Planning |
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View Sensitive Sensitive Custom Fields for People in Workforce Planning |
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View Sensitive Sensitive Custom Fields for Projects in Workforce Planning |
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View the Activity Dashboard |
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View the Assignments Boards |
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View the Assignments Gantt |
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View the Map Dashboard |
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View the People List |
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View the Projects List |
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View the Time Off List |
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View the Totals Dashboard |
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View the Workforce Assignments List |
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View the Workforce Requests List |
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View Wage Overrides in Workforce Planning |
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