Configure Your Project's Scheduling Path

The first step in using the Scheduling tool is determining your "source of truth". Procore offers two primary workflows to suit your team's needs:

• Option 1 (Read-Only): Ideal for complex projects where the master programme logic is maintained in an external third-party tool. Procore acts as a collaborative window, allowing site teams to view data and create granular lookaheads without altering the master file.

• Option 2 (Editable): Allows you to manage the programme entirely within Procore. You can start with a blank slate or perform a one-time import to break ties with external software and leverage Procore's dynamic real-time logic updates.

• Required User Permissions: 'Admin' level permissions on the project's Scheduling tool.

• Supported File Types: Procore currently supports Phoenix (.ppx), Microsoft Project (.mpp) and Primavera P6 (.xer).

   Important

  At this time, the latest cloud versions of P6 .xer files are not supported.

1. Navigate to the project's Scheduling tool.

2. Choose your scheduling path:

   Option 1: Import a Read-Only Programme

   • Ensure your master programme is saved in a supported format (.mpp or .xer).

   • Click Attach Files to select the file from your computer or drag-and-drop the file into the Import Programme panel.

   • Click Import.

     • Note: This data is greyed out by design to preserve the master logic.

   Option 2: Create an Editable Programme

   • Choose your starting method:

     • File Import (Option 2.1): Click Attach Files or drag-and-drop an existing programme file. Future imports to this programme will append new activity information rather than overwriting existing tasks.

     • Start from Scratch (Option 2.2): Set the Start Date, select a Default Calendar and click Create.

   • Click Import (if uploading a file) or Create (if starting from scratch).