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Procore

Assign Project Roles for Workforce Planning

Objective

To assign project roles for Workforce Planning.

Background

Project roles identify key contacts on your projects, such as the superintendent, foreman, project manager, and so on. You can filter for project roles when viewing your projects. Finally, project roles can be included in assignment alerts so your workforce knows who to contact when they arrive at the jobsite.

Things to Consider

Steps

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name of the project you want to edit.
  4. On the Overview tab, locate the 'Project Roles' section and click Add Role.
  5. Select a Job Title.
  6. Select the Resource.
  7. Click Save.