Access Workforce Planning Resources Popular Tutorials Add People to Workforce Planning Create Permissions Templates for Workforce Planning Delete or Inactivate a Project in Workforce Planning Create QR Codes for Projects in Workforce Planning Create Projects in Workforce Planning Tutorials Workforce Planning Manage Projects Create Projects in Workforce Planning Edit Project Details in Workforce Planning Manage Attachments for Projects in Workforce Planning Create Project Categories for Workforce Planning Add or Edit Custom Fields for Projects in Workforce Planning Create Notes About Projects in Workforce Planning Add or Edit Tags for Projects in Workforce Planning View Tag Attachments for Projects Assign Project Roles for Workforce Planning Bulk Edit Projects in Workforce Planning Delete or Inactivate a Project in Workforce Planning Bulk Delete Projects in Workforce Planning View Activity about a Project in Workforce Planning Manage Workforce Add People to Workforce Planning Edit People in Workforce Planning Manage Attachments for People in Workforce Planning Add or Edit Custom Fields for People in Workforce Planning Create Notes About People in Workforce Planning Add or Edit Tags for People in Workforce Planning View Tag Expiration Dates and Attachments for People Assign or Edit a User's Notification Profile in Workforce Planning Change a User's Permission Template in Workforce Planning Bulk Edit People in Workforce Planning Delete or Inactivate People in Workforce Planning Bulk Delete People in Workforce Planning View Activity about a Person in Workforce Planning Time Off Create Time Off in Workforce Planning View and Edit Time Off in Workforce Planning Download the Time Off List Delete Time Off in Workforce Planning Bulk Delete Time Off in Workforce Planning  Workforce Requests Create a Workforce Request Edit a Workforce Request Add or Edit Custom Fields for a Workforce Request Bulk Edit Workforce Requests Fill a Workforce Request Delete a Workforce Request Bulk Delete Workforce Requests Workforce Assignments Create a Workforce Assignment Create Workforce Assignments Using Rapid Assign Edit a Workforce Assignment Add or Edit Custom Fields for a Workforce Assignment Bulk Edit Workforce Assignments End a Workforce Assignment Delete a Workforce Assignment Bulk Delete Workforce Assignments View Workforce Planning View the People List Search, Sort, and Filter the People List Export the People List View the Projects List Search, Sort, and Filter the Project List Export the Project List View the Workforce Assignments List Sort and Filter the Workforce Assignments List Export the Workforce Assignments List View the Assignments Boards Search, Sort, and Filter People on the Assignments Boards Search, Sort, and Filter Projects on the Assignments Boards View the Assignments Gantt Search and Filter the Assignments Gantt Export the Assignments Gantt View the Workforce Requests List Search, Sort, and Filter the Workforce Requests List Export the Workforce Request List View the Time Off List Search, Sort, and Filter the Time Off List Export the Time Off List Create Saved Views in Workforce Planning Edit or Delete Saved Views in Workforce Planning Settings Configure Workforce Planning Permissions Create Permissions Templates for Workforce Planning Edit Permissions Templates for Workforce Planning Delete Permissions Templates for Workforce Planning Configure Workforce Planning Settings Configure Assignment and Request Statuses for Workforce Planning Configure Company Details in Workforce Planning Configure Costing in Workforce Planning Configure Custom Fields for Workforce Planning Configure Groups for Workforce Planning Configure Job Titles for Workforce Planning Configure QR Codes for Workforce Planning Create QR Codes for People Create QR Codes for Projects in Workforce Planning Configure Sensitive Fields for Workforce Planning Configure Tags for Workforce Planning Configure Communications Settings Configure Default Assignment Alerts for Workforce Planning Create Custom Assignment Alerts for Projects Configure Notification Profiles for Workforce Planning Set Up Your SMS and Email Signature in Workforce Planning Communications Alerts Send Assignment Alerts in Workforce Planning Respond to Assignment Alerts for Workforce Planning Manage Open Assignment Alerts for Workforce Planning Managed Scheduled Assignment Alerts for Workforce Planning Manage Draft Assignment Alerts for Workforce Planning View Closed Assignment Alerts for Workforce Planning Messages Send a Message for Workforce Planning Respond to a Workforce Planning Message Manage Your Inbox for Workforce Planning Manage Scheduled Messages for Workforce Planning Manage Draft Messages for Workforce Planning Manage Starred Messages for Workforce Planning Manage Sent Messages for Workforce Planning Manage Archived Messages for Workforce Planning Notifications View Notifications in Workforce Planning Dashboards Workforce Planning Dashboards View the Activity Dashboard View the Map Dashboard View the Totals Dashboard Search and Filter the Totals Dashboard Export the Totals Dashboard View and Configure the Project Workforce Graph Reports Workforce Planning Reports Export the Assignment History Report Export the Availability Look-Ahead Report Export the Tags Requiring Action Report Export the Workforce Report Create Saved Reports in Workforce Planning Edit or Delete Saved Reports in Workforce Planning       Alphabetical  Add People to Workforce Planning Add or Edit Custom Fields for People in Workforce Planning Add or Edit Custom Fields for Projects in Workforce Planning Add or Edit Custom Fields for a Workforce Assignment Add or Edit Custom Fields for a Workforce Request Add or Edit Tags for People in Workforce Planning Add or Edit Tags for Projects in Workforce Planning Assign Project Roles for Workforce Planning Assign or Edit a User's Notification Profile in Workforce Planning Bulk Delete People in Workforce Planning Bulk Delete Projects in Workforce Planning Bulk Delete Time Off in Workforce Planning Bulk Delete Workforce Assignments Bulk Delete Workforce Requests Bulk Edit People in Workforce Planning Bulk Edit Projects in Workforce Planning Bulk Edit Workforce Assignments Bulk Edit Workforce Requests Change a User's Permission Template in Workforce Planning Configure Assignment and Request Statuses for Workforce Planning Configure Company Details in Workforce Planning Configure Costing in Workforce Planning Configure Custom Fields for Workforce Planning Configure Default Assignment Alerts for Workforce Planning Configure Groups for Workforce Planning Configure Job Titles for Workforce Planning Configure Notification Profiles for Workforce Planning Configure QR Codes for Workforce Planning Configure Sensitive Fields for Workforce Planning Configure Tags for Workforce Planning Create Custom Assignment Alerts for Projects Create Notes About People in Workforce Planning Create Notes About Projects in Workforce Planning Create Permissions Templates for Workforce Planning Create Project Categories for Workforce Planning Create Projects in Workforce Planning Create QR Codes for People Create QR Codes for Projects in Workforce Planning Create Saved Reports in Workforce Planning Create Saved Views in Workforce Planning Create Time Off in Workforce Planning Create Workforce Assignments Using Rapid Assign Create a Workforce Assignment Create a Workforce Request Delete Permissions Templates for Workforce Planning Delete Time Off in Workforce Planning Delete a Workforce Assignment Delete a Workforce Request Delete or Inactivate People in Workforce Planning Delete or Inactivate a Project in Workforce Planning Download the Time Off List Edit People in Workforce Planning Edit Permissions Templates for Workforce Planning Edit Project Details in Workforce Planning Edit a Workforce Assignment Edit a Workforce Request Edit or Delete Saved Reports in Workforce Planning Edit or Delete Saved Views in Workforce Planning End a Workforce Assignment Export the Assignment History Report Export the Assignments Gantt Export the Availability Look-Ahead Report Export the People List Export the Project List Export the Tags Requiring Action Report Export the Time Off List Export the Totals Dashboard Export the Workforce Assignments List Export the Workforce Report Export the Workforce Request List Fill a Workforce Request Manage Archived Messages for Workforce Planning Manage Attachments for People in Workforce Planning Manage Attachments for Projects in Workforce Planning Manage Draft Assignment Alerts for Workforce Planning Manage Draft Messages for Workforce Planning Manage Open Assignment Alerts for Workforce Planning Manage Scheduled Assignment Alerts for Workforce Planning Manage Scheduled Messages for Workforce Planning Manage Sent Messages for Workforce Planning Manage Starred Messages for Workforce Planning Manage Wage Overrides in Workforce Planning Manage Your Inbox for Workforce Planning Respond to Assignment Alerts for Workforce Planning Respond to a Workforce Planning Message Search and Filter the Assignments Gantt Search and Filter the Totals Dashboard Search, Sort, and Filter People on the Assignments Boards Search, Sort, and Filter Projects on the Assignments Boards Search, Sort, and Filter the People List Search, Sort, and Filter the Project List Search, Sort, and Filter the Time Off List Search, Sort, and Filter the Workforce Requests List Send Assignment Alerts in Workforce Planning Send a Message for Workforce Planning Set Up Your SMS and Email Signature in Workforce Planning Sort and Filter the Workforce Assignments List View Activity about a Person in Workforce Planning View Activity about a Project in Workforce Planning View Closed Assignment Alerts for Workforce Planning View Notifications in Workforce Planning View Tag Attachments for Projects View Tag Expiration Dates and Attachments for People View and Configure the Project Workforce Graph View and Edit Time Off in Workforce Planning View the Activity Dashboard View the Assignments Boards View the Assignments Gantt View the Map Dashboard View the People List View the Projects List View the Time Off List View the Totals Dashboard View the Workforce Assignments List View the Workforce Requests List  

Workforce Planning Initial Invitation LaborChart is now Workforce Planning. To begin logging into Procore to access Workforce Planning (WFP) follow the steps provided. You will receive an email invite that looks similar to the image below. Click Accept Invitation to set a password for the new login. NOTE: This can be the same password you use for LaborChart.  Create a password, it can be the same password that you were using in LaborChart. Click Back to Login to access Workforce Planning please navigate to https://login.procore.com and enter email and password that you setup.    Select the Company “Swinerton Builders – HQ”   Once logged into Procore for the first time, you will need to select a company. Look for and click on Swinerton Builders – HQ.     Select the team you work on.       A resource pop up will appear where you can learn more about the tool or click Jump right in to enter the software.     Once Logged in for the first time click on Company Tools in the top menu and click on Workforce Planning.      (Note: Click the “star” left of Workforce Planning so it turns yellow to add to Favorites List and get to Workforce planning in one click.)   The Workforce Planning features are all the same from LaborChart.   What will change if I currently use LaborChart? The name is changing from “LaborChart” to “Workforce Planning.”  The login URL will change from login.laborchart.com to app.procore.com.  The trigger for this login change will be an email confirmation and set password in the Procore environment that will be sent out before March 31st.  Group (Division) selection in Procore Workforce Planning moved to the right side of the screen. See below image. Settings is now a gear cog icon left of Workforce Planning in the upper left corner, where in LaborChart you click on your profile icon in upper right and click Settings.  We Are Only Using Procore for the Workforce Planning Tool While Procore offers a suite of project management tools, currently, we will not be using Procore for anything but the Workforce planning tool. Will the LaborChart Mobile App change? Nothing is changing to the LaborChart mobile app. The Mobile app will still be called LaborChart, and the username and password will not change. (NOTE: If you change your Procore Workforce Planning Password, it is recommended to change the password to your LaborChart mobile app so that it matches Workforce Planning.) Use the Forgot Password on the mobile app to update the password. If I have questions, who can I talk to?  If you have any questions or concerns, please enter a Fresh Service support ticket. Resource Links: WFP Resources in Fresh Service  

Workforce Planning Save to Bookmarks and Remove LaborChart Bookmark The transition from LaborChart to Workforce planning comes with a change to the Login URL. To access Workforce Planning please navigate to https://login.procore.com and enter email and password that you setup.          Once Logged in for the first time click on Company Tools in the top menu and click on Workforce Planning.      (Note: Click the start left of Workforce Planning to add to Favorites and get to Workforce planning in one click.)   Using Google Chrome. Once you are on the Workforce planning page, click the start to the right of the URL. Change the Name to Workforce Planning and change the folder to Bookmarks bar. Click done when complete.    The next time google chrome is opened, Workforce Planning will be a click away.     Remember to remove any LaborChart bookmarks by right-clicking and clicking on Delete.     If I have questions, who can I talk to?  If you have any questions or concerns, please enter a Fresh Service support ticket. Resource Links: WFP Resources in Fresh Service  

LaborChart Mobile App With the transition to Workforce Planning the LaborChart mobile app is staying the same with no name change or change to the login, it is recommended that if you change your Workforce Planning password that you also change the LaborChart password to match. Use the forgot password feature at login. The LaborChart mobile application provides quick and convenient access to your LaborChart user account when internet connection is available. Mobile access is particularly valuable when you are in the field and would like to view or take actions in LaborChart. More info here. Uses: Submit a request View notifications and assignment alerts View, edit or delete assignments View assignments by person or project People and Project Directory Communication Limitations: Group Picker is not available Defaulted to My Groups Cannot create assignments or fill requests If I have questions, who can I talk to?  If you have any questions or concerns, please enter a Fresh Service support ticket. Resource Links: WFP Resources in Fresh Service