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Procore

How do I prevent duplicate projects when syncing data with Workforce Planning?

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Background

Projects can be created in either Procore Projects or Workforce Planning, but your company must choose one as your system of record.

If a project is created outside of the system of record, it will not be synced. To ensure that projects are the same in both applications, you need to take additional action, depending on which application is your system of record.

Answer

If Procore is the system of record, we recommend that you disable the Workforce Planning Permission to ‘Create Projects’ and ‘Delete Projects’. For more information, see Create Permissions Templates for Workforce Planning.

If Workforce Planning is the system of record, we recommend that you disable the Procore Setting to ‘Create New Projects’ in the Company Directory by following these steps:

  1. Navigate to the Company level Directory tool.
  2. Locate the user's profile. Then click Edit.
  3. Scroll down to the 'Project Settings' area.
  4. Under the New Project Settings area, clear the tickbox to Allow [User Name] to Create New Projects. 
  5. Click Save.
 Tip

If you accidentally created a project outside of the system of record and you need to sync it, follow these steps:

  1. In Procore, Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click General.
  3. Update or verify the Project Number.
  4. Click Update to save the changes.
  5. Navigate to the Company level Workforce Planning tool.
  6. Click Projects and select Projects List.
  7. Click on the name of the project.
  8. Locate the ‘Info’ section and click Edit.
  9. Update or verify the Project Number so that it matches the Project Number in Procore.
  10. Reach out to your Account Manager so that they can link the records.