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Procore

View Schedule Changes Report

Objective

To view all of the changes made to the Schedule tool via Procore Drive.

Things to Consider

  • Required User Permissions:
    • 'Read only' and above on the Project level Reports tool.
      and
      'Read only' and above on the Project level Schedule tool.
  • The following must be true in order for this report to display information.
    • You must be integrating a Microsoft Project Schedule to Procore's Schedule tool
    • You must integrate the schedule through Procore Drive. See "Integrate a Microsoft Project Schedule using Procore Drive" in the See Also section below.
    • You must NOT have disabled the Procore Change Reason Add-on. See "Disable the Procore Change Reason Pop-up in MS Project" in the See Also section below.

Steps

  1. Navigate to the Project level Reports tool.
  2. Click Schedule Changes under the Schedule Reports section.
  3. Filter for the schedule change you would like to view.


     
    • ​Change Tasks:
      • ​Directly: Check this if you would like to view changes to the schedule that were made manually to the Microsoft Project schedule.
      • Through Calculation: Check this if you would like to view changes that were made from a recalculation of linked dates in Microsoft Project.
    • Date Range:
      • Set the date range you would like to view schedule changes within.
  4. ​You will view a report of the following information.


     
    • ID: This is the number assigned to the scheduled task in Procore.
    • Date: This is the date associated with the scheduled task.
    • Task Name: This is the title of the task in Procore. Click the title link to view the task in a new browser tab.
    • Changes By: This field displays the name of the person who originally changed the scheduled task.
    • Changes: This summarizes the change that was made to the scheduled task. This may be a percent complete, a change to the start/finish date, assigning the task a resource, or another change noted by the creator.
    • Reason: This displays the reason why the change had been made. This field is filled out by the user who changed the schedule in Microsoft Project.
    • Resources: This lists the resources assigned to the task in Microsoft Project.

 

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