Bulk Delete People in Workforce Planning

Objective

To bulk delete people in Workforce Planning.

Background

For projects using Workforce Planning and Field Productivity Tools, you can your workforce using the People tool in Workforce Planning. The people you add here can be used for workforce assignments, as well as in the Site teams and the Timesheets tools.

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 the 'Delete People' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Additional Information
  • When you bulk delete a person that has a workforce assignment in progress, their assignment's end date is updated to the day the person is deleted.
    • Note: Assignment alerts are NOT sent to the assignee. See What is an assignment alert in Workforce Planning?
  • Admins in Workforce Planning cannot be deleted.
  • If data syncs are enabled:
    • People deleted in Workforce Planning are made 'Inactive' in Procore's Company Directory.
      Note: It typically takes one hour for people inactivated or deleted in Workforce Planning to be inactivated in the Company Directory. See Why do I see people in Workforce Planning, but not Procore?

Prerequisites

• Add People to Workforce Planning

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click People and select People List.
3. Mark the checkboxes of the people you want to delete.
4. Click Batch Actions and select Batch Delete.
   
5. Review the assignments that are 'Valid' or have 'Conflicts'.
6. Click Delete.

See Also

• Delete or Inactivate People in Workforce Planning