Create Permissions Templates for Workforce Planning
Objective
To create permissions templates for Workforce Planning.
Background
In Procore, role-based permissions are used to manage user access to different Procore tools. In Workforce Planning, you can create additional permissions templates to give access to different actions within the 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.
OR
'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.
- '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.
- Additional Information
- People who are 'Users' or 'Both' must be assigned a permissions template.
- Users can only be assigned one permissions template at a time in Workforce Planning.
- You can click the Info
icon next to each granular permission to see details.
Steps
- Navigate to the Company level Workforce Planning tool.
- Click the Configure Settings
icon. - Click Permissions.
- Click New.
- Enter the Name of the permissions template.
- Mark the tickbox for each granular permission you want to enable on the permissions template.
Note: Click on the relevant link below to see definitions of permissions. - Click Save.
Granular Permissions
People
- View People. Grants users the privilege to see people in Workforce Planning.
- Edit People Details. Grants users the privilege to update people in Workforce Planning.
- Edit People Permissions and Type. Grants users the privilege to edit a person's permission level and type.
- View People Sensitive Fields. Grants users the privilege to view a person's sensitive fields. See What is a 'sensitive field' in Workforce Planning?
- Edit People Sensitive Fields. Grants users the privilege to a person's edit sensitive fields. See What is a 'sensitive field' in Workforce Planning?
- View People Tags. Grants users the privilege to view a person's tags.
- Edit People Tags. Grants users the privilege to edit a person's tags.
- View People Attachments. Grants users the privilege to view a person's attachments.
- Edit People Attachments. Grants users the privilege to edit a person's attachments.
- View People Time Off. Grants users the privilege to view a person's time off.
- Edit People Time Off. Grants users the privilege to edit a person's time off.
- View People Notes. Grants users the privilege to view a person's notes.
- Edit People Notes. Grants users the privilege to edit a person's notes.
- View People Activity. Grants users the privilege to view a person's activity.
- Delete People. Grants users the privilege to delete someone from Workforce planning.
Note: People who are deleted in Workforce Planning will be marked as 'Inactive' in Procore's company directory. - Create People. Grants users the privilege to create people in Workforce Planning.
Notes:- People who are added as a 'User' or 'Both' are also added to the Company Directory as a User. See Add People to Workforce Planning.
- People who are added as 'Assignable' are also added to the Company Directory as a Contact. See Add People to Workforce Planning.
Projects
- View Projects. Grants users the privilege to view projects in Workforce Planning.
- View Unassociated Projects. Grants users the privilege to view all projects, including projects that they are not associated with.
Note: A user is associated with a project if they are assigned to the project, have a project role on the project or created the project. - Edit Project Details. Grants users the privilege to edit project details.
- View Project Sensitive Fields. Grants users the privilege to view a project's sensitive fields. See What is a 'sensitive field' in Workforce Planning?
- Edit Project Sensitive Fields. Grants users the privilege to edit a project's sensitive fields. See What is a 'sensitive field' in Workforce Planning?
- View Project Tags. Grants users the privilege to view a project's tags.
- Edit Project Tags. Grants users the privilege to edit a project's tags.
- View Project Attachments. Grants users the privilege to a project's attachments.
- Edit Project Attachments. Grants users the privilege to edit a project's attachments.
- Edit Project Categories. Grants users the privilege to edit a project's categories.
- View Project Roles. Grants users the privilege to view project roles on a project.
- Edit Project Roles. Grants users the privilege to edit project roles on a project.
- View Project Wage Overrides. Grants users the privilege to view wage overrides on a project.
- Edit Project Wage Overrides. Grants users the privilege to edit wage overrides on a project.
- Edit Project Custom Alert. Grants users the privilege to edit a project custom alert. See Create Custom Assignment Alerts for Projects.
- View Project Default Recipients. Grants users the privilege to view a project's default recipients for custom assignment alerts.
- Edit Project Default Recipients. Grants users the privilege to edit a project's default recipients for custom assignment alerts.
- View Project Notes. Grants users the privilege to view a project's notes.
- Edit Project Notes. Grants users the privilege to edit a project's notes.
- Delete Projects. Grants users the privilege to delete projects.
Note: Users should only delete projects if Workforce Planning is your company's system of record for project management. For more information about how project sync between Procore and Workforce Planning, see How do I set up Workforce Planning? - Create Projects. Grants users the privilege to create projects in Workforce Planning.
Note: Users should only create projects if Workforce Planning is your company's system of record for project management. For more information about how project sync between Procore and Workforce Planning, see How do I set up Workforce Planning?
Requests
- View Requests. Grants users the privilege to view workforce requests.
- Create/Edit/Delete Own Requests. Grants users the privilege to create, edit or delete their own workforce requests.
- Edit/Delete Others Requests. Grants users the privilege to edit or delete workforce requests created by others.
- View Request Comments. Grants users the privilege to view comments on workforce requests.
Assignments
- View Assignments. Grants users the privilege to view workforce assignments.
- Create/Edit/Delete Assignments. Grants users the privilege to create, edit or delete workforce assignments.
Statuses
- Can View All Statuses. Grants users the privilege to view all request and assignment statuses. See Configure Assignment and Request Statuses for Workforce Planning.
Reports and Exports
- Allow Exporting Data. Grants users the privilege to download and export data throughout Workforce Planning.
Specific Pages
- Access to Map Page. Grants users the privilege to access the Map Dashboard.
- Access to Gantt Page. Grants users the privilege to access Assignments Gantt.
- Access to Totals Page. Grants users the privilege to the Totals Dashboard.
Messages and Alerts
- Create Messages. Grants users the privilege to create communications in Workforce Planning.
- View Alerts. Grants users the privilege to view assignment alerts and responses in Workforce Planning. See What is an assignment alert in Workforce Planning?
- Create/Edit/Delete Alerts. Grants users the privilege to send assignment alerts. See What is an assignment alert in Workforce Planning?
Financial
- View Project Financials. Grants users the privilege to view financial information about projects within the Workforce Planning tool.
- View People Financials. Grants users the privilege to view financial information about people within the Workforce Planning tool.
Settings
- View Company Settings. Grants users the privilege to view company settings.
- Edit Company Settings. Grants users the privilege to edit company settings.
- View Permission Settings. Grants users the privilege to view permission settings.
- Edit Permission Settings. Grants users the privilege to edit permission settings.
- View Group Settings. Grants users the privilege to view group settings.
- Edit Group Settings. Grants users the privilege to edit group settings.
- View Job Title Settings. Grants users the privilege to view job title settings.
- Edit Job Title Settings. Grants users the privilege to edit job title settings.
- View Tag Settings. Grants users the privilege to view tag settings.
- Edit Tag Settings. Grants users the privilege to edit tag settings.
- View Status Settings. Grants users the privilege to view request and assignment status settings.
- Edit Status Settings. Grants users the privilege to edit request and assignment status settings.
- View Alert Settings. Grants users the privilege to view default alert settings.
- Edit Alert Settings. Grants users the privilege to edit default alert settings.
- View Costing Settings. Grants users the privilege to view costing settings.
- Edit Costing Settings. Grants users the privilege to edit costing settings.
- View QR Code Settings. Grants users the privilege to view QR code settings.
- Edit QR Code Settings. Grants users the privilege to edit QR code settings.
- View Notification Settings. Grants users the privilege to view notification profile settings.
- Edit Notification Settings. Grants users the privilege to edit notification profile settings.
Misc
- Can Unlock Locked Out Users. Grants users the privilege to unlock users who have been locked out of their account due to too any failed login attempts.