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 schedule logic is maintained in an external third-party tool. Procore acts as a collaborative window, allowing field teams to view data and create granular lookaheads without altering the master file.

• Option 2 (Editable): Allows you to manage the schedule 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).

1. Navigate to the project's Scheduling tool.

2. Choose your scheduling path:

   Option 1: Import a Read-Only Schedule

   • Ensure your master schedule 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 Schedule panel.

   • Click Import.

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

   Option 2: Create an Editable Schedule

   • Choose your starting method:

     • File Import (Option 2.1): Click Attach Files or drag-and-drop an existing schedule file. Future imports to this schedule 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).