Upload a Project Programme File to Procore's Web Application

Objective

To upload a programme file in the Procore web application using the project's Programme tool.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Programme tool.
Additional Information:
- Project programmes cannot be edited in Procore. The only field that can be edited within Procore is the 'Percent Complete' field from a mobile device, see 'How do I allow users to update the 'Percent Complete' field in the Programme tool?'. Project programmes must always be updated in the third-party software application (e.g., Microsoft Project, Asta Powerproject, etc.) and then uploaded into Procore again.
- If you are using a file based programme software like Microsoft Project or Asta and have a Windows computer, Procore recommends that you update your programme through Procore Drive. See Integrate a Microsoft Project Programme using Procore Drive.
  Note: Any file based programming software will work with Procore Drive!
- If you are using Primavera P6 and have a Windows computer, Procore recommends that you update your programme through Procore Drive. See Integrate a Primavera P6 Programme using Procore Drive.

Important

If you are uploading an updated project programme into Procore via the drag and drop in the project level Programme tool, make sure to use the same file name that was previously uploaded. This way the information in the Programme Variation Request History section will NOT be cleared. In addition, this will help ensure you do not have duplicate Lookahead Programme Activities.

Supported File Formats:
The file types listed below can be uploaded directly:
- MPP (Microsoft Project)
- MPX (Microsoft Project, SureTrak)
- XER (Primavera P6, Primavera Contractor)
- PP (Asta Powerproject, Asta Easyplan)
- XML (Formatted for Microsoft Project, e.g. Smartsheet, OpenProject)
- XML (Primavera PMXML)
- PPX (Phoenix Project Manager)
- FTS (FastTrack Programme)
- POD (ProjectLibre)
- GAN (GanttProject)
- PEP (TurboProject)
- PRX (Primavera P3)
- STX (Primavera SureTrak)
- CDPX (ConceptDraw PROJECT)
- CDPZ (ConceptDraw PROJECT)
- SP (Synchro Scheduler)
- ZIP (Compressed file containing one of the supported file types listed above)

Steps

Navigate to the project's Programme tool.
Click the Configure Settings icon.
Select Programme Settings.
Under the Upload Project Programme Files area, choose from one of the following programme upload methods:
File upload via Procore Drive (For assistance setting up Procore Drive, see Procore Drive: Setup Guide.)
File upload via web browser
File Upload Procore Documents"
Note: Click the link below to download the latest version of Procore Drive:

File Upload Via Procore Drive

Launch Procore Drive on your computer.
Log In Using your Procore Credentials.
Select your company and project from the drop-down menus.
Select the Programme tab.
Click Upload Programme.
Notes: If the project programming preference is currently configured for a 'Primavera Integration', click the Programme File Integration from the drop-down menu.
After the initial upload and you subsequently proceed to update the programme file you will do it through Procore Drive by clicking “Launch Programme” and that will open the programme file in its native application (e.g. Microsoft Project, Phoenix or Asta Powerproject)
Browse your local file system and select the appropriate Microsoft Project, Phoenix or Asta Powerproject file (*.mpp, *.pp, *.ppx, etc).
Click Open.
Verify that you can see your programme and all of its data under your project’s Programme tool.
Note: After you upload your initial programme, Procore will now manage that file and save that version in the Documents tool in a locked folder called 'Programmes'. This folder is only accessible to Document tool Admins and serves the purpose of version control and an audit record. See Update the Procore Project Programme via Procore Drive (Microsoft Project, Asta, Phoenix).

File Upload Via Web Browser

Upload the file:
1. Click the Choose File button.
2. Navigate to the programme file on your computer or network. Then click Open.
Scroll to the bottom of the page and click Update.
Note: When the upload is complete, the 'Configure Programme Successfully' banner appears.
Verify that your programme uploaded as expected.
Note: You can click the different option links in the 'View By' menu in the right pane, to change how your programme information displays.

File Upload Via Procore Documents

Select File Upload Via Procore Documents.
In the Programme Filename Pattern, enter the filename pattern you would like to have automatically uploaded to the Programme tool. For example, if you prefix your programme file with the date (e.g. 07-26-17_Construction Programme.mpp), you can use the asterisk (*) symbol to denote that piece of the filename that will change. For example, you would enter*_Construction Programme.mpp into the Programme Filename Pattern fields.
- Important! Enter the exact or partial name of your programme file in the "Programme Filename Pattern" field. For example, you would enter "Construction Programme.mpp" into this field. Uploaded files into documents matching this exact filename pattern will be automatically updated into the Programme tool.
- Tip! When multiple users are accessing the programme 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 programme changes as you're uploading.