Choose a 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): This path is 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. To ensure total data integrity, all dates are preserved exactly as they appear in the imported file; Procore does not run an internal scheduling engine for this path.

• Option 2 (Editable): This path allows you to manage your project schedule entirely within the Procore platform. Whether you start from a blank slate or perform a one-time import to break ties with external software, you can leverage Procore’s dynamic, real-time logic updates to keep your project on track. Please note that while this option offers full scheduling control, lookahead features are not currently available for this path.

• 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).