Plug-in ProPlanner to turbo-charge your Procore scheduling software

How to build your project schedule in Procore. Learn how to install and launch ProPlanner to build your project schedule from scratch inside of Procore, while using Procore to connect all project stakeholders to the project schedule.

How-to Procore guide

To download the full guide for how to build and maintain your project schedule
in Procore with ProPlanner,
click here

We hear about it every day.  The construction industry will face significant challenges in 2023 with a persistent skilled labor gap, supply chain uncertainty, cash flow concerns that increase alongside interest rates, among many others.  As has always been the case in history, however, new challenges create new opportunities to learn and improve how we do things. Contractors leveraging ProPlanner alongside the Procore schedule tool are best positioned to have higher certainty in project delivery times, thus avoiding costly delays.

Since 2002, Procore has been on a mission to connect those who build on a global platform to improve the collection and processing of construction project data, communication between project stakeholders and ultimately the effectiveness of how we build. At a minimum, building and maintaining a current schedule in Procore enables all of Procore’s project management tools to be fully leveraged to best reduce the risk of what may be coming this year and beyond.  A better outcome?  We find sustainable improvements to once disconnected or ineffective processes and come out stronger and more competitive than we ever knew possible.

Tools like ProPlanner, paired with the Procore schedule tool, are being leveraged to simplify building your project schedule from scratch and also to dramatically reduce the time required to keep the schedule up to date. By connecting your Procore scheduling software with ProPlanner, you'll have the best integrated schedule tool on the market. 

Let's dive in.

Table of Contents:

  • What does the Procore schedule tool do?
  • How does Procore connect project stakeholders to the schedule?
  • Connecting ProPlanner to Procore
  • How to build a project schedule in Procore using ProPlanner
  • Key features of the ProPlanner and Procore schedule integration
  • Conclusion

What does the Procore schedule tool do?

The Procore schedule tool will allow you to plan, manage and track your project from start to finish. It enables you to create multiple views of the same project in order to better understand the timeline for each task, as well as visualize any potential conflicts or delays. This allows you to coordinate between team members, contractors and other stakeholders more efficiently. Keeping your schedule updated in your Procore scheduling software pushes the most current information to all other project management tools, increasing project delivery performance across the entire job. To learn all of the capabilities of Procore scheduling software, click here

How does Procore connect project stakeholders to the schedule?

The Procore schedule tool allows you to easily connect stakeholders to the project timeline. You can assign tasks and milestones to team members, create notifications when a task is due or updated, and manage access rights for each stakeholder. This ensures that everyone involved in the project is able to stay informed and up-to-date on their assigned tasks.  To learn more about setting up automatic email notifications for project partners in your Procore scheduling software, click here.

Now that you know what Procore scheduling software can do, let's get started on building your project schedule using ProPlanner.

Connecting ProPlanner to Procore

The first step is to navigate to the Procore App Marketplace and install ProPlanner by clicking the orange install button in the top right corner of the page. ProPlanner enhances the Procore schedule tool by providing all features required to build a full, Gantt-style schedule as well as effectively manage and maintain the schedule throughout the duration of the project.

Once installed and connected, navigate back to your Procore account and launch ProPlanner as an embedded app, through the dropdown in the upper right corner of the Procore dashboard. Launching ProPlanner inside of Procore will allow you to build your project schedule in Procore with all of the features and functionality you need, in a simple dashboard. When you save your schedule using ProPlanner, the Procore Schedule will automatically update and allow project stakeholders to access the most current project schedule.

How to build a project schedule using ProPlanner 

To book a demo and see ProPlanner in action, click here

ProPlanner view in Procore
ProPlanner view in Procore

ProPlanner makes Procore scheduling simple but extremely powerful. By offering a full scheduling and field planning software application, designed by taking the best features and functionality from industry leading construction scheduling software like Microsoft project or Primavera P6, ProPlanner is your go-to Procore Schedule tool for any size project.

Here are the steps most commonly recommended to build a construction schedule once you launch ProPlanner as your Procore Schedule Tool:

  1. Create your project tasks - Determine the sequence of activities and milestones that need to be accomplished in order to complete your project.
  2. Estimate durations for each task - Estimate how long it should take to complete each one based on information from similar projects and historical data you have.
  3. Assign resources - Assign the appropriate resources to each task and make sure they have the skills and tools necessary to complete it.
  4. Establish dependencies - Identify any dependencies between tasks, such as materials or equipment that need to be delivered before a specific task can begin.
  5. Review, manage and maintain - In ProPlanner, digital schedule lookaheads can be created and shared with project stakeholders so that everyone involved in building knows exactly what the plan is. Further, trade contractors can access the lookahead online to plan their own work, identify roadblocks to completing work, and communicate these roadblocks with the superintendent or project manager so that delays can be avoided.

Key Features of the ProPlanner and Procore Schedule Integration

Now that you know how to use ProPlanner to build your schedule in Procore, let's dive into Procore scheduling software tips that maximize the value of ProPlanner.

    1. Automatically Update Your Procore Schedule

As discussed above, it is critical to keep your Procore schedule up to date to ensure project stakeholders are aligned at all stages of the project. By saving your schedule in ProPlanner, your Procore schedule automatically updates, removing the need to upload a new schedule each time your Procore schedule must be updated.

    2. Connect RFIs to Schedule Activities

Additionally, the integration allows you to connect RFIs in Procore to schedule activities in ProPlanner to better manage and remove roadblocks to project progress and keep the project moving forward.

Conclusion

Creating a project schedule in Procore using ProPlanner has numerous benefits. By using ProPlanner paired with the Procore Schedule tool, you can easily build a full Gantt-style schedule that is shared with all stakeholders and automatically updated when new information is added. The integration between ProPlanner and the Procore scheduling software allows you to connect RFI's to schedule activities as roadblocks, to help keep your project on track at all times. With ProPlanner paired with your Procore Schedule tool, the process of creating a project schedule, managing updates and sharing with project stakeholders has never been easier or more powerful.

Happy Scheduling!