Import a Read-Only Project Schedule

Background

Importing a Read-Only schedule preserves your master schedule logic by keeping the imported data grayed out. Acting as a foundation for field execution, this option protects the master schedule while unlocking a separate editable Lookahead tab where field teams can build out granular day-to-day plans.

Things to Consider

  • Required User Permissions:

    • 'Standard' level permissions or higher on the project's Scheduling tool.

  • Additional Information:

    • Supported File Types:

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

      • New Beta Formats: Asta Powerproject (.pp) and MS Project XML (.xml).
        Note: Beta formats support import only; exports are not available.

      • Smartsheet Users: Must export to XML first (file-based import; direct API integration is not supported).

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

    • Always use Save (not Save As) in your third-party scheduling software when updating schedule files. This preserves the internal activity IDs needed to map existing Lookahead activities and Submittals in Procore.

    • Do not use Save As, as it generates new internal IDs that break associations with existing Lookahead activities.

  • Oracle Primavera Cloud (OPC) Users: For .xer files generated via OPC that lack unique GUIDs, Procore utilizes a fallback identification strategy mapping Activity IDs and System-generated Object IDs to ensure Lookaheads and tool integrations stay intact across re-imports.

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

Steps

Important
  • Updating an existing schedule: Re-importing completely overwrites and replaces the previously uploaded schedule—it does not append or add to existing data. You can upload updated files directly.

  • Uploading a schedule with different tasks: If your new schedule contains different/restructured tasks, you must Reset the Project Schedule first to avoid task-matching errors.

  1. Navigate to the project's Scheduling tool.

  2. Click Import Ready Only Schedule.

  3. Click Attach File(s) and select your schedule file, or drag-and-drop the file into the upload area.

  4. Click Import.

See Also

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