Upload a Project Program File to Procore's Web Application

Objective

To upload a program file in the Procore web application using the project's Program tool.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Program tool.
Additional Information:
- Project programs cannot be edited in Procore. The only field that can be edited within Procore is the 'Percent Complete' field from a mobile device, see 'How do I allow users to update the 'Percent Complete' field in the Program tool?'. Project programs must always be updated in the third-party software application (e.g., Microsoft Project, Asta Powerproject, etc.) and then uploaded into Procore again.
- If you are using a file-based program software like Microsoft Project or Asta and have a Windows computer, Procore recommends that you update your program through Procore Drive. See Integrate a Microsoft Project Program using Procore Drive.
  Note: Any file-based programming software will work with Procore Drive!
- If you are using Primavera P6 and have a Windows computer, Procore recommends that you update your program through Procore Drive. See Integrate a Primavera P6 Program using Procore Drive.

Important

If you are uploading an updated project program into Procore via the project level Program tool, make sure to use the same file name that was previously uploaded. This way the information in the Program Change Request History section will NOT be cleared. In addition, this will help ensure you do not have duplicate Lookahead Program Activities.

Supported File Formats:
The file types listed below can be uploaded directly:
- MPP (Microsoft Project)
- MPX (Microsoft Project, SureTrak)
- XER (Primavera P6, Primavera Contractor)
- PP (Asta Powerproject, Asta Easyplan)
- XML (Formatted for Microsoft Project, e.g. Smartsheet, OpenProject)
- XML (Primavera PMXML)
- PPX (Phoenix Project Manager)
- FTP (FastTrack Program)
- POD (ProjectLibre)
- GAN (GanttProject)
- PEP (TurboProject)
- PRX (Primavera P3)
- STX (Primavera SureTrak)
- CDPX (ConceptDraw PROJECT)
- CDPZ (ConceptDraw PROJECT)
- SP (Synchro Programr)
- ZIP (Compressed file containing one of the supported file types listed above)

Steps

Navigate to the project's Program tool.
Click the Configure Settings icon.
Click File Management.
Choose Import Filters options: Filters allow you to specify which files will be automatically imported via Documents or Procore Drive.
To allow any file to be imported, leave filters empty.

Upload your program the following ways:

Upload via Browser
Upload files via Procore Drive
Note: To download Procore Drive, click the ellipsisicon and click Download Procore Drive.

Upload via Browser

Click Upload via Browser.
Click My Computer to upload files from your computer.
OR
Click Documents to upload files from Procore Documents.
Scroll to the bottom of the page and click Update.
Note: When the upload is complete, a green confirmation banner will appear.
Verify that your program is uploaded as expected.
Note: Use the table filter and the ellipsisicon for table configuration and column adjustments.
Optional: In the Program Filename Pattern, enter the filename pattern you would like to have automatically uploaded to the Program tool. For example, if you prefix your program file with the date (e.g. 07-26-17_Construction Program.mpp), you can use the asterisk (*) symbol to denote that piece of the filename that will change. For example, you would enter*_Construction Program.mpp into the Program Filename Pattern field.
- Important! Enter the exact or partial name of your program file in the "Program Filename Pattern" field. For example, you would enter "Construction Program.mpp" into this field. Uploaded files into documents matching this exact filename pattern will be automatically updated into the Program tool.
- Tip! When multiple users are accessing the program file and you're making changes to the file from the Documents tool, it is recommended that you check out the file so the team members don't overwrite your program changes as you're uploading.
- Use the table filter and the ellipsisicon for table configuration and column adjustments.

Procore Drive

Launch Procore Drive on your computer.
Log in Using your Procore Credentials.
Select your company and project from the drop-down menus.
Select the Program tab.
Click Upload Program.
Notes: If the project programming preference is currently configured for a 'Primavera Integration', click the Program File Integration from the drop-down menu.
After the initial upload, and you subsequently proceed to update the program file you will do it through Procore Drive by clicking “Launch Program”, and that will open the program file in its native application (e.g. Microsoft Project, Phoenix or Asta Powerproject).
Browse your local file system and select the appropriate Microsoft Project, Phoenix or Asta Powerproject file (*.mpp, *.pp, *.ppx, etc).
Click Open.
Verify that you can see your program and all of its data under your project’s Program tool.
Note: After you upload your initial program, Procore will now manage that file and save that version in the Documents tool in a locked folder called 'Schedules'. This folder is only accessible to Document tool Admins and serves the purpose of version control and an audit record. See Update the Procore Project Program via Procore Drive (Microsoft Project, Asta, Phoenix).
Use the table filter and the ellipsisicon for table configuration and column adjustments.