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Edit Permissions Templates for Workforce Planning


To edit permissions templates for Workforce Planning.


In Procore, role-based permissions are used to manage user access to different Procore tools. In Workforce Planning, additional permissions templates give access to different actions within the Workforce Planning tool. There are four standard permissions templates in Workforce Planning. You can use these permission templates, or create your own based on the available granular permissions. You can edit these templates at any time. See What granular permissions are available for the company's Workforce Planning tool?

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
      'Read Only' level permissions or higher on the Workforce Planning tool with 'View Permissions Settings' and 'Edit Permissions Settings' granular permissions within the Workforce Planning tool. 
  • Additional Information
    • Users can only be assigned one permissions template in Workforce Planning.
    • The 'Admin' template cannot be edited or deleted.
    • You can click the Info icon-info-black-ios.png icon next to each granular permission to see details.


  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Permissions.
  4. Locate the permissions template that you want to edit and click Edit.
  5. Update the Name of the permissions template.
  6. Mark the checkbox for each granular permission you want to enable or disable on the permissions template.
  7. Click Save.