Update a Microsoft Project, Asta, or Phoenix Schedule in Procore Drive

Objective

To update a Microsoft Project, Asta or Phoenix schedule that has been integrated with a Procore project.

Things to Consider

Steps

  1. Launch Procore Drive on your computer.
  2. Select your company name and project from the drop-down menus.
  3. Click the Schedule tool.
  4. Click Launch Schedule.
    Note: The project schedule file will be opened directly in the scheduling software, not in Procore Drive.
  5. Make any necessary updates to the schedule file.
  6. Click Save
    Note: It is important that you click Save, and not Save As. If you click Save As to save your progress to a new file, this file will not be sent to Procore, as it is not the linked file.
  7. If you are using MS Project Desktop and have added the Procore Built Add-in, a pop up will appear for each change made. Enter a change reason and the information will be sent directly to Procore and be associated with that schedule activity when saved. It will be visible in the task items details page of Procore.
    Note: If you would like Procore to automatically send a notification to members of your team when schedule updates are uploaded to the Schedule tool, mark the "Upon Schedule Changes" option in the Configure Schedule Notification Emails.

See Also