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Integrate a Primavera P6 Schedule using Procore Drive

Objective

To integrate a project schedule from Oracle's Primavera P6 Professional Project Management software to your project in Procore.

Overview Diagram

Things to Consider

  • Required User Permissions: 'Admin' on the Schedule tool in Procore.
  • When you integrate a Primavera P6 schedule with its associated project in Procore, anyone with ‘Read-only’ access and above (on the project’s Schedule tool) will be able to view your P6 schedule directly in Procore.
  • Your schedule cannot be changed directly in Procore. Any changes to your P6 schedule must be performed using Oracle’s Primavera P6 Professional Project Management software.
  • You can only link a single schedule to a Procore project. When a new version of the schedule becomes available, you must manually upload it to Procore Drive to overwrite the previous version.

Prerequisites

Install the Current Version of Procore Drive

  1. Install the latest version of Procore Drive. If you do not have the most recently published version, please see Procore Drive Set Up Guide. 

Obtain the Appropriate Database Credentials

  1. Obtain the appropriate database credentials for the private user (i.e. privuser) of the Microsoft SQL or Oracle database. Typically, the default private username is 'privuser.' However, some organizations change this. See your organization's Database Administrator for the credentials. 

Steps

Configure the Project Level Schedule Tool for Primavera P6

Required User Permissions: 'Admin' on the Schedule tool.

  1. Log in to Procore, and navigate to the project's Schedule tool.
  2. Click the Configure Schedule Settings text link to view the the tool's advanced settings.
  3. Click the Schedule Settings page.
  4. For the "Schedule Data From" drop-down menu, select Primavera P6 via Procore Drive.
  5. Set the Primavera Project ID, found in the File > Open window of the Primavera P6 project.


     
  6. Scroll down and click Update to save your changes.

Configure the P6 Database Server Settings in Procore Drive

  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. Verify that Primavera Integration is selected under your project name.
  5. Verify the Schedule ID.
  6. Select the Database Type.
  7. Follow the appropriate instructions below, depending on your database type:

Microsoft SQL Database Instructions

 

  1. Host Name: Enter the IP address (e.g., 184.106.123.123) or computer name (e.g. primavera-p6-2) of the machine where Primavera P6 is currently installed. If Procore Drive is installed on the database server itself, you can enter 'localhost' or the computer's name.

    Tip: To find your computer name, go to Start > Control Panel > System. Under the Computer Name section, copy and paste the value for “Full Computer name” (do not include any ending period).
     
  2. Database Name: Enter the name of the SQL database for Primavera P6. (e.g. PMDB)

    Tip: To find this value, go to the login prompt for Microsoft SQL Primavera P6. The value next to Database is what you'll want to enter. 
     
  1. Instance: If Primavera 6 is locally installed on the machine (default), leave this field blank. If it’s installed on a network server, specify the instance’s name on the network. (e.g. PRIMAVERA).
  2. Database Credentials: Enter your database credentials. Procore must use the login credentials for your ‘privuser’ in order to access the required data from the P6 database.
    • Username: Enter the name of the private user. The default value is 'privuser'.
    • Password: Enter the matching password.
  3. Click the Test Connection button to validate that the provided database information is correct. If it is not correct, please check your credentials and try again.
  4. Once the connection is validated, click the Save button to save your changes.
  5. Click the Export Schedule button to upload and apply the project schedule to your project in Procore. It will take a few minutes for your schedule to finish the upload process.
  6. Once you see the "Export complete" message, log in to Procore and verify that you can see your schedule and all of its data under your project’s Schedule tool.

Oracle Database Instructions

 

  1. Hostname: Enter the IP address (e.g. 184.106.123.123) or computer name (e.g. primavera-p6-2) of the machine where Primavera P6 is currently installed. If Procore Drive is installed on the database server itself, you can enter 'localhost' or the computer's name.

    Tip: To find your computer name, go to Start > Control Panel > System. Under the Computer Name section, copy and paste the value for “Full Computer name” (do not include any ending period).
     
  2. Database Name: Enter the database’s Oracle Connection String for this value. (e.g. XE)

    Tip: To find this value, go to the login prompt for Oracle Primavera P6. The value next to Database is what you'll want to enter. 
     
  3. Instance: If Primavera P6 is locally installed on the machine (default), leave this field blank. If it’s installed on a network server, specify the instance’s name on the network. (e.g. PRIMAVERA).
  4. Schema: Enter the database schema name. (e.g. privuser)
  5. Database Credentials: Enter your database credentials. Procore must use the login credentials for your ‘privuser’ in order to access the required data from the P6 database.
    • Username: Enter the name of the private user. The default value is 'privuser'.
    • Password: Enter the matching password.
  6. Click the Test Connection button to validate that the provided database information is correct. If it is not correct, please check your credentials and try again.
  7. Click the Save button to save your changes.
  8. Click the Export Schedule button to upload and apply the project schedule to your project in Procore. It will take a few minutes for your schedule to finish the upload process.
  9. Once you see the "Export complete" message, log in to Procore and verify that you can see your schedule and all of its data under your project’s Schedule tool.

SQLite Database Instructions


 

  1. Click Browse.
  2. Select your SQLite schedule from your computer.
  3. Click Save.
  4. Once you see the "Export complete" message, log in to Procore and verify that you can see your schedule and all of its data under your project’s Schedule tool.

Next Steps

  1. Log in to https://app.procore.com.
  2. Navigate to the Project level Schedule tool.
  3. Use the various “View by” options to change how the information is displayed.
  4. See Schedule for more tutorials on actions you can perform on an integrated schedule.

 

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