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Procore

Update a Microsoft Project, Asta or Phoenix Program in Procore Drive

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Objective

To update a Microsoft Project, Asta or Phoenix program that has been integrated with a Procore project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Program tool.
  • Additional Information:
    • In order to perform the steps below, you must have a computer running:
      • A supported version of Microsoft Windows.
      • Microsoft Project, Asta or Phoenix software that is compatible with your Microsoft Project, Asta or Phoenix program file.
    • The program tool only displays the change history for % complete and does not display a change history for physical % complete or work % complete.
    • Important! After a Microsoft Project, Asta or Phoenix program has been integrated with Procore, it cannot be updated in Procore. However, you can use the steps below to open the integrated program from Procore Drive and then update the file in Microsoft Project, Asta or Phoenix software. This way, when you save your changes in Microsoft Project, Asta or Phoenix, the file is automatically updated in Procore.
      Note
      Microsoft Project, Asta and Phoenix are not the only program files that are compatible and able to be integrated with a Procore project. For more information about compatible program files see Upload a Project Program File to Procore's Web Application.

Steps

  1. Launch Procore Drive on your computer.
  2. Select your company name and project from the drop-down menus.
  3. Click the Program tool.
  4. Click Launch Program.
    Note: The project program file will be opened directly in the programming software, not in Procore Drive.
  5. Make any necessary updates to the program file.
  6. Click Save. 
    Note: It is important that you click Save and not Save As. If you click Save As to save your progress to a new file, this file will not be sent to Procore, as it is not the linked file.
  7. If you are using MS Project Desktop and have added the Procore Built Add-in, a pop up will appear for each change made. Enter a change reason and the information will be sent directly to Procore and be associated with that program activity when saved. It will be visible in the task items details page of Procore.
    Note: If you would like Procore to automatically send a notification to members of your team when program updates are uploaded to the Program tool, mark the "Upon Program Changes" option in the Configure Program Notification Emails.