Choose a Scheduling Path

Background

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): This path is ideal for projects where the master schedule logic is maintained in an external third-party tool. Procore acts as a collaborative window—imported data is grayed out by design to preserve master logic. This option serves as your foundation for field execution, unlocking a separate, editable Lookahead tab where field teams can build out granular day-to-day plans. All dates are preserved exactly as they appear in the imported file. Re-importing a schedule under this path overwrites and replaces the previously uploaded schedule in its entirety.

  • Option 2 (Editable): This path allows you to manage your project schedule entirely within Procore. Whether you start from a blank slate or perform a one-time import to transition off external software, you can leverage Procore's dynamic, real-time logic updates. Future file imports under this path append new activity information rather than overwriting existing tasks. (Note: Lookahead features are not currently available for Option 2).

Things to Consider

  • Required User Permissions:

    • Admin' level permissions on the project's Scheduling tool.

  • Supported File Types:

    • Standard: Phoenix (.ppx), Microsoft Project (.mpp), and Primavera P6 (.xer).

    • New Beta Formats: As of July 21, 2026, native file imports are now supported in Open Beta for Asta Powerproject (.pp) and MS Project XML (.xml/ MSPDI). Note that Asta .pp and MS Project. xml formats support import only; exports are not available. Go to Manage Features With Procore Explore to join the beta.

  • Third-Party File Management (Save vs. Save As):

    • When updating an external schedule file to re-import into Procore, always use Save.

    • Do not use Save As. Using Save As creates a brand new schedule file with new internal activity IDs/GUIDs. Attempting to re-import a Save As file into Procore will trigger an error because it breaks breaks associations with existing Lookaheads and submittals.

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

Steps

  1. Navigate to the project's Scheduling tool.

  2. Choose your scheduling path.

Option 1: Import a Read-Only Schedule

  1. Ensure your master schedule is saved in a supported format ( .mpp, .xer, .ppx, .pp, or .xml ).

  2. Click Import Read-Only Schedule.

  3. Click Attach File(s) to select the file from your computer or drag-and-drop the file into the upload panel.

  4. Click Import.

    • Note: Imported master schedule data is grayed out by design to preserve master logic. However, this unlocks the Lookahead tab for field team collaboration.

    • Note: Re-importing an updated file using this option completely overwrites the previous schedule.

Option 2: Create an Editable Schedule

  1. Choose your starting method:

    • File Import (Option 2.1): Click Attach File(s) or drag-and-drop an existing schedule file. Future imports will append new activity information to existing tasks.

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

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

See Also

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