Skip to main content
Procore

Update Programme Tasks in your Project Level Programme Tool (Procore Imports)

  1. Last updated
  2. Save as PDF

Objective

To update programme tasks in your Project level Programme tool with the Procore Imports application.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Programme tool.
      Note: Granular permissions are not supported in the Procore Imports application.
  • Additional Information:
    • This import can only be used to add or update programme tasks on your project. Your import cannot delete any existing programme tasks in your project.
    • This import can only be used to:

Steps

  1. Open the Procore Imports application on your computer.
  2. Enter your Procore login credentials and click Log In.
  3. In the Select Company drop-down menu, select the company with the project that you want to import a programme into.
  4. In the Select Project drop-down menu, select the project that you want to import a programme into.
  5. Click Continue.
  6. Under Programme, click Add or Update Existing Programme.
  7. On the Prepare your records page, click one of the following options:
    • Download for backup: Click this option to save a list of the project's existing programme tasks to your computer.
    • Download for modification: Click this option to open a template with the project's existing programme tasks that you can edit. You can also create additional programme tasks. See Prepare Programme Tasks for Import to the Procore Imports App.
    • I am ready to update my records: Click this option to import a completed import template.
  8. On the Select your file to process page, complete the following:
    • Drag and drop the completed template file from its location on your computer.
      • Or: Click Select Template File and attach the completed template file from its location on your computer.
    • Click Process.
  9. On the Review your records page, review any error messages about invalid programme tasks on your completed template.
    Note: If all of the programme tasks on your completed template are validated, this page is skipped automatically.
    • Click Save Errors to continue to save a file with a list of these error messages and to continue importing any validated programme tasks from your completed template.
      OR
    • Click the icon-back-arrow.png icon to return to the Select your file to process page and upload an updated version of your completed template.
  10. On the Import your records to Procore page, review the validated data.
  11. Click Save records to computer to download a validated copy of your completed template to your computer.
  12. Click Import to Procore to import the programme into the Project level Programme tool in Procore.
    • In the Import Records window, click Proceed.
    • In the Confirm you want to import these records by entering: window, complete the following:
      • Enter the name of the project to confirm this is the project you want to import the programme into.
      • Click Proceed.
  13. Keep the Import your records to Procore page open until you see the [#] records were imported to Procore successfully message.
    The programme has been imported to the Project level Programme tool.
  14. Click Finish to return to the Project level menu on the Procore Imports application.
  15. Navigate to the Project level Programme tool in the Procore web application.
  16. Verify that you can see your project's programme and all of its data.
     Note
    After you import the project's initial programme, Procore saves each imported programme file in the Documents tool in a locked folder called 'Schedules'. This folder is only accessible to Document tool Admins and serves the purpose of an audit record of all imported programme files.