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Projects can be created in either Procore Projects or Resource Planning, but your company must choose one as your system of record. Your system of record can then sync project data so that some information is available the Resource Planning tool, as well as other tools in Procore.
If Resource Planning is your system of record, information updated in the Project List syncs immediately to the Portfolio tool. If the Portfolio tool is your system of record, data updated in the Portfolio tool currently syncs once every hour to the Project List in Resource Planning.
Data syncs are one-directional:
Fields not listed below are not synced between Procore Projects and Resource Planning.
Resource Planning | Procore |
---|---|
Name | Name |
Project Number | Project Number |
Status | Active/Inactive |
Start Date | Start Date |
Planned End Date/Est. End Date | Completion Date |
Address | Address |
City/Town | City |
Postcode | Postcode |
Timezone | Timezone |