The following article outlines the preferred method for uploading the project's Microsoft Project Program to Procore's Program tool. If you do not have a Windows computer, see Upload a Microsoft Project Program to Procore's Web Application.
To integrate a Microsoft Project program with a project managed in Procore.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the project's Program tool.
- Supported Microsoft Project Versions:
- Additional Information:
- When you integrate a Microsoft Project program with its associated project in Procore, anyone with ‘Read-only’ access and above (on the project’s Program tool) will have read-only access your Microsoft Project program directly in Procore.
- Your program cannot be changed from Procore. (i.e. No users logged in to Procore will be able to add/delete/change any part of your program from Procore.) Any changes to your project program must be performed from Microsoft's Project Management software and reuploaded to Procore.
- You can only link a single program to a Procore project. When a new version of the program becomes available, you must remember to update the program in Procore.
- Make sure the most recent version of Procore Drive is installed on your computer. See Procore Drive: Setup Guide.
Procore Web Application
Before you can upload a program using Procore Drive, you need to configure the Program tool in Procore for the file type you're going to integrate with.
Note: You need 'Admin' level permissions to configure the Program tool.
- Navigate to the project's Program tool.
- Click Configure program settings.
- Click the Program Settings page.
- Under the Upload Project Program Files section, select 'File upload via Procore Drive'.
- At the bottom of the page, click Update.
- Launch Procore Drive on your computer.
- Select your company and project from the drop-down menus.
- Select the Program tool.
- Click Upload.
Note: If the project scheduling preference is currently configured for a 'Primavera Integration', click the Schedule File Integration drop-down menu.
- Browse your local file system and select the appropriate Microsoft Project file (*.mpp).
- Click Open.
- Verify that you can see your program and all of its data under your project’s Program tool.