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Procore

View a Project Schedule

Objective

To view a project's schedule in the project's Schedule tool. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher permissions on the project's Schedule tool.

Steps

The following views are available for the Project level Schedule tool:

Gantt View

  1. Navigate to the project's Schedule tool.
  2. Click Gantt.
    You will see a Gantt chart with horizontal bars that illustrate the amount of work done relative to the amount of time given to complete that task. 



    The following colors and shapes can be seen on the Gantt chart:
    Note: When Percent (%) Complete is enabled, the color of the bars will have a lower saturation of color to indicate the percentage that is complete. 
    • Red: Critical
    • Blue: Not Critical
    • Black: Summary task
    • Grey Hatch Pattern: Baselines
    • Diamond Shape: Milestone Task

The following options are available when viewing a Gantt chart:

Configure Columns
  1. Click the Configure drop-down menu.
  2. Choose which columns you want included on the Gantt chart:
    • Mark the checkbox next to each option you want to see as a column.
      Tip! Click Select All to show all columns on the schedule. 
    • Clear the checkboxes next to any options you want to hide.
  3. Reorder columns on the Gantt chart:
    1. Hover to the left of the column name you want to move.
    2. Click and drag the grip  icon to drop the column name into a new order.


       
  4. Optional: View or hide all tasks:
    • To view all tasks, click Expand All.
    • To hide all tasks, click Collapse All
  5. Next to Row Height, click one of the line spacing options to select how much room you want between columns. 


     
  6. Optional: If you want to restore all configurations back to Procore's default settings, click Reset to default in the Configure menu.
View Toggles
  1. Mark or clear the checkboxes next to the schedule items depending on what you want shown on the Gantt chart:
    Note: Click the More drop-down menu to reveal additional options. 
    • Critical Path
    • Percent (%) Complete
    • Dependencies
    • Baselines
    • Task Names
    • Resource

Filter Options

  1. Click Add Filter
  2. Choose from the following options to filter by:
    • Date Range
    • Resource
    • Critical Tasks
    • Summary Tasks
    • Completed Tasks
    • Incomplete Tasks
Zoom Levels
  1. Click the - and + icons to zoom in or out of the schedule.
  2. Click the drop-down menu to select the timeframe shown for the schedule:
    • Day
    • Week
    • Month
    • Quarter
    • Year
  3. Optional: Click Today to navigate back to today's date on the Schedule.

All View

  1. Navigate to the project's Schedule tool.
  2. Click All.
    You will see a list of all scheduled items, as well as their resource, start and finish date, and percentage complete. 
    view-schedule-all.png

Day View

  1. Navigate to the project's Schedule tool.
  2. Click Day.
    You will see a list of all tasks scheduled for that day, as well as the resource, the start and finish date and the percentage complete for each task. 

    view-schedule-day.png

Week View

  1. Navigate to the project's Schedule tool.
  2. Click Week.
    You will see all completed tasks, tasks in progress or critical paths for that week.
    view-schedule-week.png

Month View

  1. Navigate to the project's Schedule tool.
  2. Click Month.
    You will see the month's calendar with all completed tasks, tasks in progress and critical paths for that month.

    view-schedule-month.png

 

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