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Procore

Bulk Edit Workforce Requests

Objective

To bulk edit workforce requests in Workforce Planning.

Background

Workforce requests are an efficient way to let your team know that you need a workforce resource for a particular project. You can create a workforce request when you need a resource but aren't sure who to assign or if you do not have permissions to create assignments yourself. You can edit workforce requests at any time.

Things to Consider

Steps

You can bulk edit assignments from the Assignments List.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List.
  3. Mark the checkboxes for the requests you want to edit.
  4. Click Batch Actions.
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  5. Select the request information you want to edit:
  6. Click Save