Integrate a Microsoft Project Schedule using Procore Drive

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?
• 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

Training Video

Steps

1. Launch Procore Drive (i.e., Start > Programs > Procore Drive).
2. Select your company and project from the drop-down menus.
3. Select the Schedule tool.
4. Click Upload MPP.
   (Note: If the project scheduling preference is currently configured for a "Primavera Integration," click the Change to Microsoft Project Integration button.)
5. Browse your local file system and select the appropriate Microsoft Project file (*.mpp).
6. Click Open.
7. 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.)
   
   
    

See Also

• Update a Microsoft Project Schedule in Procore Drive