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Procore

Configure Advanced Settings: Project Schedule

Objective

To set advanced preferences for the Project level Schedule tool in Procore.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Schedule tool.
      Note: To view or edit information on the User Permissions page for the Schedule tool, 'Admin' permission to the project's Directory tool is also required.
  • Additional Information:
    • The latest date and time that a schedule was uploaded or updated will be displayed in the header of every page in the Schedule tool's settings page next to 'Last Modified'.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Schedule tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click one of the following pages:

General

functionality

  • Enable Calendar Item Creation: Mark the checkbox if you would like users with 'Standard' level permissions or above to create calendar items in addition to the integrated schedule. These calendar items can be published and visible to everyone on the team or personal and only visible to the person creating them. See Create a Calendar Item.

Project Tasks
schedule-project-tasks.png

  • Display task names with their summary task names: Mark or remove the mark from this checkbox to change how each schedule task is displayed in the Schedule tool. 
  • Allow schedule tasks to be updated via the Procore mobile app: Mark the checkbox to enable schedule tasks to be updated from a mobile device using the Procore mobile app.

Email Distribution

Project schedule email

schedule-project-email.png

  1. Use the toggle on icon-toggle-on-android.png icon to send weekly emails to specific users showing all upcoming schedule tasks on the project schedule. 
  2. Select the Day and Time that data will be sent each week. 
    Timezone is based on project location.
  3. Select the Coverage amount.
    Coverage determines the number of upcoming weeks of schedule data to include within your email. 
  4. Optional: If you want to send the weekly project schedule immediately, click Send Now.

Resource Schedule email

schedule-project-resource.png

  1. Use the toggle on icon-toggle-on-android.png icon to send weekly emails to specific users showing all upcoming schedule tasks on the resource schedule.
  2. Choose the Day and Time data that will be sent each week.
    Timezone is based on project location.
  3. Select the Coverage amount.
    Coverage determines the number of upcoming weeks of schedule data to include within your email. 
  4. Optional: If you want to send the Weekly Resource Schedule email immediately, click Send Now.

 lookahead schedule email

  1. Use the toggle on icon-toggle-on-android.png icon to send weekly emails to specific users showing all upcoming schedule tasks on the lookahead schedule. 
  2. Choose the Day and Time data that will be sent each week.
    Note: Timezone is based on project location.
  3. Optional: If you want to send the Weekly Lookahead Email immediately, click Send Now.

User Permissions

Important! The following action requires 'Admin' permission to the project's Directory tool. 

  1. Click User Permissions.
  2. Choose each user's permission for the Schedule tool from the Permissions menu.
    Note: You cannot modify the permissions for users with a permission template applied.  
  3. Choose which resource the user is associated with from the Resource menu.
  4. Select which, if any, weekly emails they will receive from the Email Permissions menu. 
    Note: Edit when and how often these emails are sent from the Email Distribution page.
  5. For a list of what users can do at each permission level in the Schedule, see the Permissions Matrix.
  6. Use the table filter icon-ag-grid-table-filter-menu.png and the ellipsisicon-ellipsis-vertical.pngicon for table configuration and column adjustments. 

schedule-project-user-permissions.png