Change a Person's User Type in Resource Planning

Objective

To edit people's profile information for Resource Planning.

Background

For projects using Resource Planning and Resource Tracking tools, you can manage your team using the People List in Resource Planning. The people you add here can be used for resource assignments, as well as in the Crews and the Timesheets tools.

You have three options when creating people in Resource Planning: 'User', 'Assignable' or 'Both'.

Things to Consider

• Required User Permissions
• Only people added in Resource Planning can be edited in the People List tool.
• If data syncs are enabled:
  • For projects using Resource Planning, users and contacts MUST be added using the People List tool in Resource Planning. People added in the Company Directory will NOT be available for Resource Planning.
  • To see what information is added to the Company Directory, see What people information is synced between Resource Planning and the Procore Company Directory?
  • The People List tool allows you to add additional fields related to your users and contacts that do not appear in the Company Directory.

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click People and select People List.
3. Locate the user record to modify. Then click on their name.
4. Locate the 'Info' section and click Edit.
5. Locate the user 'Type' section. 
6. Select whether the person should be a User, Assignable or Both. 
7. Click Save.

See Also

• Delete or Inactivate People in Resource Planning
• Add or Edit Tags for People in Resource Planning