Configure Resource Planning Permissions Templates

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click the Settings Icons Settings Gear icon.

  3. Click Permissions.

  4. Click New or Add Permission.

  5. Enter the Name of the permissions template.

  6. Mark the checkbox for each granular permission you want to enable on the permissions template.

  7. Click Save.

A New Admin Settings Experience is Available

Company Administrators can enable the Resource Planning: NGX Helix - Admin beta in Procore Explore. (US 2 | UK)

Considerations and Best Practices for Resource Planning Templates
Prepare Data to Import