Bulk add and edit Procore monitored resources from Excel
Have you ever staffed a two-year job by opening fifty labor lines one at a time?
Pull every monitored resource into one Excel sheet, add the labor codes that have none, fill them from your staffing plan, and sync to Procore.
Pull every monitored resource on the project into one Excel sheet, add the labor codes that don’t have a resource yet, fill in people, dates, and rates from your staffing plan and resource library, then review and sync to Procore. Monthly rate and date changes work the same way.
Pull every monitored resource into one sheet
Open Monitored Resources in the Sandspit task pane, choose the budget view and a forecast start date, and click Pull from Procore. Every resource on every budget line, across all cost codes and sub jobs, lands on one sheet with its dates, rate, utilization, and Procore’s forecast columns.
Find the labor codes with no resource
Switch the task pane to Coverage. It lists every budget code that has no monitored resource yet, with its revised budget and costs to date. Filter by cost type or sub job, tick the codes that need people, and click Add 8 codes and review (the count matches what you ticked). Sandspit adds a blank row per code to the sheet.
Note: $0 budget lines are hidden by default. Tick Include $0 budget lines if costs are posting to a code with no budget.
Fill in resource, dates, and cost
Pick the resource on each row from the dropdown. It lists the Resource Library entries for that cost code and fills the unit of measure, rate, and utilization. Then paste or fill the start and end dates from your staffing plan. If the staffing plan and rates are in the same workbook, you can also ask your AI copilot in Excel to fill the new rows from them.
Note: The dropdown lists Resource Library entries, filtered to the row’s cost code, and picking one fills the unit of measure, unit cost, and utilization. Add your roles and rates there once per project. An AI copilot is your own assistant working on the sheet, not part of Sandspit, so check what it wrote before you sync.
Keep rates and dates current
Each month, fill a new rate down the rows that share it and paste new end dates when the schedule slips. Changed cells are highlighted. After the sync, Procore sends back the new forecast to complete and planned cost.
Note: To remove a resource from Procore, add an Action column and type delete on the row. Deleting the Excel row alone does nothing.
Review and sync
The task pane lists new rows with the values that will be sent and changed rows with before and after. Confirm any deletes, then click Sync. Rows go one at a time with live progress, and Sandspit re-pulls at the end so the sheet matches Procore.
Why staffing a job takes so long
A long job has fifty or more labor cost codes, often across sub jobs, and each needs its resources: who, when, at what rate, at what utilization. Procore keeps them inside each budget line, so setting up the forecast means opening every line, and keeping it current means opening them again each month.
Most of that information already exists. The staffing plan has the people and dates, and the rates sit in a spreadsheet somewhere. The work is getting it onto the right lines.
What changes in Excel
- One sheet. Every resource on every cost code and sub job, in one table.
- Gaps are a list. Coverage shows the labor codes with no resource and adds them as rows.
- Roles come from a library. Pick an approved role with its rate pre-filled instead of retyping it.
- Excel does the bulk work. Paste from the staffing plan, fill rates down, or let your AI copilot fill the rows.
- One review, one sync. Creates, updates, and deletes go to Procore together.
Frequently asked
What are monitored resources in Procore?
A Forecast to Complete method on a labor budget line. Each resource has a start and end date, a unit cost per week or month, and a utilization, and Procore forecasts the remaining cost from them. They live inside each budget line and are entered one at a time.
How do I find labor codes with no monitored resource?
Pull the project into Excel and open Coverage in the Sandspit task pane. It lists every budget code without a resource, filterable by cost type and sub job, and adds the ones you pick to the sheet as blank rows.
Can AI fill monitored resources from my staffing plan?
Yes, if the staffing plan and your rates are in the same workbook. Ask the AI copilot you use in Excel, such as Microsoft Copilot or Claude, to fill resource, dates, and cost on the new rows. That is your assistant working on the sheet, not a Sandspit feature. Nothing reaches Procore until you review and sync.
Does the Resource Library live in Procore?
No. Procore has no resource catalog, so Sandspit stores the library per project. Procore only receives the resource name on each monitored resource, which is why a name typed by hand still works.
How is utilization entered?
As a percentage. 75% in the sheet is stored as 0.75, which is what Procore expects.
Can I delete a resource from Excel?
Yes. Add a column headed Action and type delete on the row. The task pane shows it in red and asks you to confirm before sync. Deleting the Excel row alone leaves the resource in Procore.
What permission do I need?
Standard or Admin on the project’s Budget tool. The Resource Library needs no Procore permission, and by default any project user can edit it.
Procore Project Financials, Forecast to Complete with Monitored Resources. Needs Standard on the Budget tool.
Step-by-step mechanics, every column, and every error message are in the documentation.
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