Resource Planning - Release Notes
Below are the notable changes to the Company level Resource Planning tool.
Recent Changes
Workforce Planning is now Resource Planning (07/01/2025)
In November of 2024, Procore announced Resource Management, the industry’s first complete labour, equipment, and materials solution, designed to streamline how users manage resources across the entire portfolio. With Resource Management, construction businesses can plan, track, and forecast labour, equipment, and materials seamlessly from one unified platform. To align with this new initiative, 'Workforce Planning' is now 'Resource Planning'.
New Connection with the Project Directory (14/10/2024)
Users who are given resource assignments using the new Assignment and Request modal are automatically added to the project in the Procore Directory. See Create an Assignment.
New Assignment and Request Modal (11/10/2024)
A new modal is available when creating or editing requests in the New Assignments Gantt, or when you assignments and requests for new projects. See Create a Request, Create an Assignment, Edit a Request, and Edit an Assignment.
New Layout for the Project List (05/09/2024)
The Project List page has an updated layout. The new layout is faster and requires fewer clicks to take action. See the 'Manage Projects' section in Resource Planning User Guide.
Create a Labour Plan (11/07/2024)
Creating a labour plan helps to visualise you labour and forecasting needs, and allows you to simplify project setup by bulk creating resource requests. You can create a labour plan from the Project Details and Assignments Gantt. After you have created your labour plan and filled your resource requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt. See Create a Labour Plan.
Support for Tags from System of Record (05/06/2024)
Tags for people and projects are supported when passing data from your system of record to Resource Planning. See Resource Planning Data Mapping.
Read Receipts for Messages sent in Resource Planning (03/06/2024)
Read receipts are available for messages sent to an individual in Resource Planning. To be marked as 'Read', the message needs to be opened by the recipient either on the Procore web app, or LabourChart mobile app. See View Read Receipts for Messages.
Faster Project Sync for Resource Planning(30/05/2024)
For companies that have Resource Planning as the system of record for project data, data syncing to the Portfolio tool is now immediate. When you make updates in the Project List in the Resource Planning tool, data will sync immediately to the company's Portfolio tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Resource Planning?
Faster People Sync for resource Planning (28/05/2024)
When you make updates in the People List in the Resource Planning tool, data will sync immediately to the company's Directory tool. On average, syncs will take less than one minute. Previously, data synced once every hour. See What is Data Syncing in Resource Planning?
New Layout for Time Off List (06/05/2024)
The Time Off List has a new layout. The new layout is faster, requires fewer clicks to take action, and includes improved sorting and filtering. See the 'Time Off' section in Resource Planning User Guide.
New Side-by-Side Layout on the Assignment Boards (30/04/2024)
You can now configure your Assignment Boards to show projects in two columns, increasing the number of projects you can see on the page. See View the Assignment Boards.
Custom Fields on the Totals Page (04/04/2024)
You can now filter by custom fields on for people on the Totals Dashboard. This change gives you greater flexibility when viewing your assignments and requests on the Totals Dashboard. See Search and Filter the Totals Dashboard.
View Synced People and Projects (28/02/2024)
On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and Configure View for the Projects List.
Shift Project Dates for a Future Project (01/02/2024)
Resource Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time. See Shift Project Dates for a Future Project.