Configure Advanced Settings: Project Schedule

update Current Schedule with New Schedule

Project schedules cannot be edited in Procore. They must always be updated in the third-party software program (e.g., Microsoft Project, Asta PowerPoint, etc.) and then uploaded into Procore again. 

Important! Uploading a project schedule update overwrites the existing schedule and permanently removes the previous schedule's Change History from the system. 

1. Click Overwrite Schedule in the right pane. 
2. Under the Overwrite Current Schedule with New Schedule area, complete the following:
   • Click the Choose File button. 
   • Navigate to the schedule file on your computer or network. Then click Open. 
3. Scroll to the bottom of the page and click Update.
   The 'Schedule Uploaded, processing should start soon' message appears. Your schedule is placed into a job queue and the system updates the schedule on a task-by-task basis. Depending on the number of jobs in the queue and the size of your project schedule, the overwrite process may take some time to complete. You can continue working in Procore during this process (Note: To confirm that your upload is complete, click the links in the View By menu to view the schedule changes). 
   Important! While the schedule is being updated, it is recommended that you do not attempt to upload another schedule update. Doing so will add a second job to the queue and jobs will be processed in the order they were uploaded into the system. 

Clear Current Schedule

1. Click the Clear Schedule link to navigate to the Clear Schedule page. 
2. Click Clear Schedule.
   Notes: This will permanently delete the schedule currently uploaded to the project and remove all schedule change history, along with any links between tasks and other Procore data. See Delete Current Schedule.
   Any schedule files uploaded to the system generated folder in the Documents tool will still be available. 

Upload Project Schedule Files

• Supported File Formats:
  • Microsoft Project (MPP). See Integrate a Microsoft Project Schedule Using Procore Drive.
  • Microsoft Project Exchange and SureTrack (MPX). 
  • Asta EasyPlan and Powerproject (PP). See Integrate an Asta Powerproject Schedule Using Procore Drive.
  • Microsoft Project (e.g. Smartsheet, OpenProject) Extensible Markup Language (XML). See Integrate a Microsoft Project Schedule Using Procore Drive.
  • PPX (Phoenix Project Manager) 
  • FTS (FastTrack Schedule) 
  • POD (ProjectLibre) 
  • GAN (Gantt Project)
  • PEP (TurboProject)
  • PRX (Primavera P3)
  • STX (Primavera SureTrak)
  • CDPX (ConceptDraw PROJECT)
  • CDPZ (ConceptDraw PROJECT)
  • Primavera Proprietary Exchange (XER). See Integrate a Primavera P6 Schedule Using Procore Drive.
  • SP (Synchro Scheduler)
  • SDEF
  • ZIP (Compressed file containing one of the supported file types listed above)

1. Select the Schedule Settings link on the right side of the page.
2. Select the drop-down menu next to Schedule Data From.
3. Click one of the following options:
   • File Upload via Procore Drive
     • See Integrate a Microsoft Project Schedule using Procore Drive and Integrate an Asta Powerproject Schedule Using Procore Drive 
   • File Upload via Procore Documents
     • Important! Enter the exact or partial name of your schedule file in the "Schedule Filename Pattern" field. For example, you would enter "Construction Schedule.mpp" into this field. Uploaded files into documents matching this exact filename pattern will be automatically updated into the Schedule tool.
       • You can also utilize special characters to identify partial filename patterns. For example, if you prefix your schedule file with the date (e.g. 07-26-17_Construction Schedule .mpp), you can use the asterisk (*) symbol to denote that piece of the filename that will change. For example, you would enter *_Construction Schedule.mpp into the Schedule Filename Pattern field.
     • Tip! When multiple users are accessing the schedule file and you're making changes to the file from the Documents tool, it is recommended that you check out the file so the team members don't overwrite your schedule changes as you're uploading.
   • File Upload via Web Browser
     • See Upload a Project Schedule File to Procore's Web Application
   • Primavera P6 via Procore Drive
     • Uploading Primavera P6 schedules is done through the Procore Drive application. See Integrate a Primavera P6 Schedule using Procore Drive.

Project Tasks

• 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. Checking the box displays all of the summary tasks along with the task name that falls under it. Leaving the box unchecked simply displays the task name as displayed below.
  
  
• Display Resource names on calendar: Mark the checkbox to turn on the display of resource names in tasks on the Week and Month calendar views.
• Allow Schedule tasks to be updated via the Procore mobile app: Mark the checkbox to enable schedule task to be updated from a mobile device using the Procore mobile app.

Schedule Sidebar

• 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 they can be personal and only visible to the person creating them. See Create a Calendar Item.
• Enable Filtering by Person: Mark the checkbox if you would like users with 'Read-only,' 'Standard,' or 'Admin' level permissions to be able to filter the calendar by a person associated with tasks. You may not want to enable this if your tasks are not assigned to users in Procore.

Weekly Project Schedule

1. Mark the checkbox next to 'Enable Weekly' to send weekly emails to specific users showing all upcoming schedule tasks on the project schedule. 
2. Next to 'Settings', set when and how often the emails will be sent.
3. The following action requires 'Admin' permission to the project's Directory tool.
   1. Navigate to the Permissions Table page.
   2. Select which users will receive emails by marking the checkbox(es) in the Weekly Project Email column. 
4. Optional: If you want to send the weekly project schedule immediately, click Send Project Schedule Now on the Email Settings page.

Weekly Resource Schedule

1. Mark the checkbox next to 'Enable Weekly' to send weekly emails to specified users showing all upcoming tasks on the project schedule.
2. Next to 'Settings', set when and how often the emails will be sent.
3. The following action requires 'Admin' permission to the project's Directory tool.
   1. Navigate to the Permissions Table page.
   2. Select which users will receive emails by marking the checkbox(es) in the Weekly Resource Email column. 
   3. Select which Resource this individual will be assigned.
      Note: If a resource email is sent via Email Settings and a users resource is assigned to a schedule activity that is in that timeframe, the Resource email will be sent to that individual user.
4. Optional: If you want to send the Weekly Resource Schedule email immediately, click Send Resource Schedule Now on the Email Settings page.