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Upload a Project Schedule File to Procore's Web Application

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Objective

To upload a schedule file in the Procore web application using the project's Schedule tool.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the project's Schedule tool.
  • Additional Information:
 Important

If you are uploading an updated project schedule into Procore via the drag and drop in the project level Schedule tool, make sure to use the same file name that was previously uploaded. This way the information in the Schedule Change Request History section will NOT be cleared. In addition, this will help ensure you do not have duplicate Lookahead Schedule Activities.

  • Supported File Formats:
    The file types listed below can be uploaded directly:

    • MPP (Microsoft Project)       
    • MPX (Microsoft Project, SureTrak)        
    • XER (Primavera P6, Primavera Contractor)        
    • PP (Asta Powerproject, Asta Easyplan)        
    • XML (Formatted for Microsoft Project, e.g. Smartsheet, OpenProject)         
    • XML (Primavera PMXML)        
    • PPX (Phoenix Project Manager)         
    • FTS (FastTrack Schedule)         
    • POD (ProjectLibre)         
    • GAN (GanttProject)        
    • PEP (TurboProject)         
    • PRX (Primavera P3)          
    • STX (Primavera SureTrak)         
    • CDPX (ConceptDraw PROJECT)          
    • CDPZ (ConceptDraw PROJECT)          
    • SP (Synchro Scheduler)         
    • ZIP (Compressed file containing one of the supported file types listed above)

Steps

  1. Navigate to the project's Schedule tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Select Schedule Settings.
  4. Under the Upload Project Schedule Files area, choose from one of the following schedule upload methods:
    File upload via Procore Drive (For assistance setting up Procore Drive, see     Procore Drive: Setup Guide.)
    File upload via web browser
    File Upload Procore Documents"
    Note: Click the link below to download the latest version of Procore Drive:
File Upload Via Procore Drive

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  1. Launch Procore Drive on your computer.
  2. Log In Using your Procore Credentials. 
  3. Select your company and project from the drop-down menus.
  4. Select the Schedule tab. 
  5. Click Upload Schedule.
    Notes: If the project scheduling preference is currently configured for a 'Primavera Integration', click the Schedule File Integration from the drop-down menu.
    After the initial upload, and you subsequently proceed to update the schedule file you will do it through Procore Drive by clicking “Launch Schedule”, and that will open the schedule file in its native application (e.g. Microsoft Project, Phoenix or Asta Powerproject)
  6. Browse your local file system and select the appropriate Microsoft Project, Phoenix or Asta Powerproject file (*.mpp, *.pp, *.ppx, etc).
  7. Click Open.
  8. Verify that you can see your schedule and all of its data under your project’s Schedule tool.
    Note: After you upload your initial schedule, Procore will now manage that file and save that version in the Documents tool in a locked folder called 'Schedules'. This folder is only accessible to Document tool Admins and serves the purpose of version control and an audit record. See Update the Procore Project Schedule via Procore Drive (Microsoft Project, Asta, Phoenix).
File Upload Via Web Browser

clipboard_e9d609d4b495152eba465f7c1ff68c786.png
 

  1. Upload the file:
    1. Click the Choose File button. 
    2. Navigate to the schedule file on your computer or network. Then click Open. 
  2. Scroll to the bottom of the page and click Update.
    Note: When the upload is complete, the 'Configure Schedule Successfully' banner appears.
  3. Verify that your schedule uploaded as expected.
    Note: You can click the different option links in the 'View By' menu in the right pane, to change how your schedule information displays.
File Upload Via Procore Documents
clipboard_ee53a75aa469fbe8f7ca215c21b813979.png
  1. Select File Upload Via Procore Documents.
  2. In the Schedule Filename Pattern, enter the filename pattern you would like to have automatically uploaded to the Schedule tool. For example, if you prefix your schedule file with the date (e.g. 07-26-17_Construction Schedule.mpp), you can use the asterisk (*) symbol to denote that piece of the filename that will change. For example, you would enter*_Construction Schedule.mpp into the Schedule Filename Pattern field.
    • Important! Enter the exact or partial name of your schedule file in the "Schedule Filename Pattern" field. For example, you would enter "Construction Schedule.mpp" into this field. Uploaded files into documents matching this exact filename pattern will be automatically updated into the Schedule tool.
    • Tip! When multiple users are accessing the schedule file and you're making changes to the file from the Documents tool, it is recommended that you check out the file so the team members don't overwrite your schedule changes as you're uploading.