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Procore

View a Project Program

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Objective

To view a project program in the project's Program tool. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher permissions on the project's Program tool.
  • Additional Information:
    • Calendar items can be used on the List, day, week and month views. 
 program tasks vs. calendar items
Program tasks in Procore are different from Calendar Items. Program Tasks are tasks on a project program uploaded to or created in Procore. Calendar Items are created in Procore in the List or Calendar view and will not show up on integrated program in Procore. 

Steps

The following views are available for the Project level Program tool:

List

  1. Navigate to the project's Program tool.
  2. Click the List tab.
    You will see a list of all programmed tasks, as well as their resource, WBS, start and finish date and percentage complete. You can also switch between viewing Program Tasks and Calendar Items by clicking the toggle at the top of the list. 
    schedule-list-view.png

Calendar

The Calendar view gives you the options to look at a program from a day, week or month view. 

Day View
  1. Navigate to the project's Program tool.
  2. Click the Calendar tab.
  3. Select Day from the Day, Week, Month toggle.
    You will see a list of all tasks programd for that day, as well as the resource, the start and finish date and the percentage complete for each task. 

    view-schedule-day.png

Week View
  1. Navigate to the project's Program tool.
  2. Click the Calendar tab. 
  3. Select  Week from the Day, Week, Month toggle.
    You will see the week's calendar with all completed tasks, tasks in progress and critical paths for that week. 
    view-schedule-week.png​
Month View
  1. Navigate to the project's Program tool.
  2. Click the Calendar tab.
  3. Select Month from the toggle.
    You will see the month's calendar with all completed tasks, tasks in progress and critical paths for that month.

    view-schedule-month.png

Gantt View

  1. Navigate to the project's Program tool.
  2. Click the Gantt tab. See View a Gantt Program.
    You will see a Gantt chart with horizontal bars that illustrate the amount of work done relative to the amount of time given to complete that task. The bars on the chart are based on your program logic. See Update a Project Program File.
    Note: When Percent (%) Complete is enabled, the colour of the bars will have a lower saturation of colour to indicate the percentage that is complete.

    The following options are available when viewing a Gantt chart:
  • Configure Columns: Allows you to filter what columns are shown on the Gantt chart. Configured columns can also be sorted numerically or alphabetically depending on the field type.
  • View Toggles: Allows you to filter what you want to show on the Gantt chart (critical paths, % complete, dependencies, etc.)
  • Filter Options: Allows you to filter what you want to see on the Gantt chart. If you only want to see Critical Paths from a certain date range use the filter options to adjust the Gantt. 
  • Zoom Levels: Allows you to zoom in and out of the Gantt chart. 

view-schedule-gantt-chart.png

Lookaheads

  1. Navigate to the project's Program tool.
  2. Click the Lookaheads tab.
    You will see a lookahead showing the date range you selected. A Lookahead can be created to range from one to six weeks. See View Lookahead Programs. 
    The following colours and symbols can be seen on a lookahead:
    clipboard_e21322923cc681d818b6f955f466f5c99.png
    • Blue: Non-Critical
    • Red: Critical 
    • Grey Hatch Pattern: Baselines compare to master program
    • Hazard Symbol: Date differs from the master program
    • Configure Columns: Allows you to filter what columns are shown on the lookahead.
    • Filter Options: Allows you to filter what you want to see on the Gantt chart. If you only want to see Critical Paths from a certain date range use the filter options to adjust the Lookahead. 
    • Compare to Latest Master: Compares Lookaheads to items on the last master program updated in Procore. 
    • Delete lookahead icon-delete-trash.png: Click the rubbish icon to delete lookaheads you've created. 

view-schedule-lookahead.png