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Procore

Create a Lookahead Program

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Objective

To create a lookahead in the project level Program tool.   

Things to Consider

  • Required User Permissions:
    • To create a lookahead program:
      • 'Admin' permissions on the project's Program tool.
        OR
      • 'Read Only' or 'Standard' level permissions on the Program tool with the 'Create Lookaheads' granular permission enabled on your permissions template.
  • Additional Information:
    • When you create a Lookahead in Procore, it will not show up on an integrated program in Procore (e.g. Microsoft Project, Primavera).
    • Lookaheads populate directly from the master program. To see changes made to the master program reflected on the lookahead you will need to re-upload the master program and create a new Lookahead program. 
    • You can create multiple lookahead programs within the same project. See Create Follow-up Lookahead.
  • Prerequisites:
    • In order to create a Lookahead, you must have Admin permissions and already have a master program uploaded in Procore. See Upload a Project Program File. 

Steps

Create Your First Lookahead

  1. Navigate to the project's Program tool. 
  2. Click the Lookaheads tab.
  3. Click the +Create Lookahead button. 
    clipboard_e9b6c139a82d5b44ff35a5c42a1f9f3f7.png
  4. Fill out the following fields:
    • Start date: The date you want your lookahead to start.   
    • Duration: Time frame you want the lookahead to show. You can select a minimum of one week and a maximum of six weeks.
      Note: If a task on your lookahead lasts longer than the duration of the lookahead, it will still be reflected. 
  5. Click Create. 

Create Follow-up Lookahead

  1. Navigate to the project's Program tool.
  2. Click the Lookaheads tab.
  3. Click the +Create Lookahead button. 
    clipboard_e9b6c139a82d5b44ff35a5c42a1f9f3f7.png
  4. To create your follow-up lookahead from a previous lookahead, select Create from Previous Lookahead.
    Note: Your new lookahead will persist changes to tasks from the previous lookahead, then pull in new tasks from the latest master program. 
    create-previous-lookahead.png
    OR
    To create your follow-up lookahead from a master program, select Create From Master Program.
    Note: Your new lookahead will only pull in any tasks from your master program that fall within your defined start date and duration. All changes from the previous lookahead will be ignored. 
    create-lookahead-schedule.png
  1. Fill out the following fields:
    • Start date: The date you want your lookahead to start.   
    • Duration: Time frame you want the lookahead to show. You can select a minimum of one week and a maximum of six weeks.
      Note: If the date ranges of your new Lookahead overlaps with the most previous Lookahead, the tasks and subtasks from the most previous Lookahead will carry over to the new Lookahead.
  2. Click Create.