Integrate a Microsoft Project Schedule using Procore Drive
The following article outlines the preferred method for uploading the project's Microsoft Project Schedule to Procore's Schedule tool. If you do not have a Windows computer, see "Upload a Microsoft Project Schedule to Procore's Web Application" in the See Also section below.
Objective
To integrate a Microsoft Project schedule with a project managed in Procore.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the project's Schedule tool.
- Supported Microsoft Project Versions:
- See "What versions of Microsoft Project does Procore support?" in the See Also section below.
- Additional Information:
- When you integrate an Microsoft Project schedule with its associated project in Procore, anyone with ‘Read-only’ access and above (on the project’s Schedule tool) will have read-only access your Microsoft Project schedule directly in Procore.
- Your schedule cannot be changed from Procore. (i.e. No users logged in to Procore will be able to add/delete/change any part of your schedule from Procore.) Any changes to your project schedule must be performed from Microsoft's Project Management software and reuploaded to Procore.
- You can only link a single schedule to a Procore project. When a new version of the schedule becomes available, you must remember to update the schedule in Procore.
Prerequisites
Procore Drive
- Make sure the most recent version of Procore Drive is installed on your computer. See "Procore Drive: Setup Guide" in the See Also section below.
Procore Web Application
Before you can upload a schedule using Procore Drive, you need to configure the Schedule tool in Procore for the file type you're going to integrate with.
Note: You need 'Admin' level permissions to configure the Schedule tool.
- Navigate to the project's Schedule tool.
- Click Configure schedule settings.
- Click the Schedule Settings page.
- Under the Upload Project Schedule Files section, select 'File upload via Procore Drive.'
- At the bottom of the page, click Update.
Training Video
Steps
- Launch Procore Drive (i.e., Start > Programs > Procore Drive).
- Select your company and project from the drop-down menus.
- Select the Schedule tool.
- Click Upload MPP.
Note: If the project scheduling preference is currently configured for a "Primavera Integration," click the Change to Microsoft Project Integration button. - Browse your local file system and select the appropriate Microsoft Project file (*.mpp).
- Click Open.
- Log in to Procore, and verify that you can see your schedule and all of its data under your project’s Schedule tool. Use the various “View by” options to change how the information is displayed.
(Note: The Gantt Chart view is shown below.)
