P6 Procore Connector

The P6 Procore Connector is a simple utility which makes it easy for you to export schedules from Primavera P6 and import them into Procore, without needing to leave P6.

At present Procore Drive can be used to import some P6 schedules into Procore, but you need to run a separate application and have access to complex settings to allow it access your database. If you are working with hosted P6, EPPM or Cloud Connect and your P6 database isn't available locally, Procore Drive won't work for you. In these situations you'll need to manually export a file from P6 then upload it to Procore. The P6 Procore Connector works with all P6 configurations and makes getting your schedule data into Procore as easy as a single click - without having to leave P6!

Quick Start

DOWNLOAD the Connector and follow the installation instructions below. The Connector has a 21 day free trial. If you wish to continue using the Connector after 21 days you can PURCHASE A LICENSE. This is a perpetual license for use of the Connector and in addition entitles you to 12 months of support and updates. You can continue using the Connector indefinitely once your license has expired, but without support and updates. You may PURCHASE A LICENSE at any time once your current license has expired if you wish to continue receiving support and updates for the Connector.

Installation

Click Here to download the connector. Unzip the download file and run setup.exe to install the Connector. You may be prompted to install some prerequisite components before the Connector itself is installed, as shown below.

The installer for the prerequisites is likely to request your permission to continue via a User Account Control window. In many cases this window does not automatically come to the front. Look out for a flashing icon similar to the one shown below to bring the window to the front and click Yes to allow the installer to continue.

Once the prerequisite components have been installed, you should then see the Connector installer, as shown below. Click Next to continue.

One of the next screens you will see as the installer progresses is shown below:

This allows you to determine if the Connector is added to your own P6 configuration. By default this checkbox is selected as this is the desired behavior. If you are an administrator adding the Connector to a machine, but you are not a P6 user, then you can remove the tick from this checkbox and the installer will not attempt to add the Connector to P6.

Before the installation completes, your should see a window appear, similar to the one shown below, which indicates that the Connector has successfully been added to the Tools menu in P6.

Click the Finish button on this window, which will allow the installer to finish. Once installation is complete, when you open P6 you should see a new Export to Procore option on the P6 tools menu:

This option will be disabled unless you have at least one project open.

First Use

With just the project you want to export open in P6, click on the Export to Procore option in the Tools menu and you should see window appear like the one shown below.

At the same time, a new browser window will appear, allowing you to log in to Procore:

Once logged in to Procore, you will be asked to allow the P6 Procore Connector access to your user account to upload schedules to Procore:

Click the Allow button to grant access to the Connector, then you will be asked to close the browser and return to the Connector window. You will not normally need to enter the Procore credentials again, the P6 Procore Connector will look after keeping them up-to-date itself.

The schedule you selected will then be exported from P6. This process may take a while, depending on the size of your project.

Setting Up a Configuration

The Connector window will now allow you to set up a new configuration and give it a meaningful name. The configuration defines which Procore Company and Project you want to import this P6 schedule to, and whether you wish to include the current baseline.

You only need to supply this information once, as we shall see later once this configuration has been set up you will be able to select it when you export the project again, and complete the process with a single click.

When you have completed the details on the Connector window and press OK, the exported schedule will be uploaded to Procore, and you will then see a message indicating that the schedule has been sent successfully to Procore:

You can now click the Finish button to dismiss the Connector window - and that's it, the schedule has been uploaded to Procore.

Note that if as part of the configuration you chose to export the schedule with its baseline, you will see an additional window like this:

When the Connector has exported the schedule from Procore once, it can determine the current baseline in use, and at the point it will request a new export including the current baseline.

Working With Configurations

Export

Once you have created a configuration for a P6 project, no further data needs to be entered when you want to export this project from P6 to Procore. Now when you click the Export to Procore button in P6, you will be presented with a screen like this:

Your existing configuration name is already selected, just press OK to complete the export.

As you can see from the screenshot above, the Connector has retrieved some details from the Procore project targeted by this configuration, including the when the schedule currently in Procore was uploaded, and the data date from that schedule.

New Configuration

When presented with the window shown in the previous section, clicking on the Select Configuration option reveals an entry for New... in the drop down list. Selecting this option then clicking OK allows you to create a new configuration for the project you are export from P6.

Once you have created this new configuration, when you export the selected project from P6 in future you will have the option of choosing which configuration you want to use. This may be useful for exporting a schedule to Procore with or without a baseline, or exporting to a "live" project or a "sandbox" project for training purposes.

Delete Configuration

As well as the Export to Procore option, the Select Operation field also contains the value Delete Configuration. Selecting a configuration and the Delete Configuration option will delete the selected configuration when you press the OK button.

Exporting Multiple Projects

Once you have set up configurations for the P6 projects you will be exporting to Procore, to save time the connector allows you to export multiple projects in one go. To do this, open the projects in P6 you wish to export, then click the "Export to Procore" menu item. When the Connector opens, you'll see a view like this:

The grid lists the projects you have open in P6, and the configuration which will be used to export those projects to Procore. Clicking on the name of a configuration will reveal a dropdown box. This will allow you to choose a different configuration, if any are available for the project you have selected, or an option not to export the selected project, as shown below.

Once you have selected the options you require, clicking the Export button will initiate the export process and you'll see the same status updates while the projects export as you do when exporting a single project.

If you have a set of projects open in P6 for which you have not yet created configurations in the P6 Procore Connector, if you click the "Export to Procore" menu item you will see a warning message like this:

Finally, if some of the projects you have open in P6 have configurations available, and some do not, you will see a warning dialog similar to the one shown below. After you dismiss this warning you will be able to continue and export the open projects for which you have created a configuration.

Manually Add Connector to P6

If you did not choose to allow the installer to add the Connector to P6 for you, you can manually add the Connector to P6 later. You can also do this if the Connector has been installed on your machine by a user other than yourself, and so will not have automatically been added to your P6 configuration.

To manually add the Connector to P6, you should find entries like this in your start menu:

Simply select the "Add Connector to P6" menu item to update your configuration. Conversely, if you wish to remove the Connector menu item from your P6 configuration, you can select the "Remove Connector from P6" menu item.

Administrator Installation

On multi-user machines, for example terminal servers, it may be beneficial to add the Connector to the "template" P6 configuration file which is applied for new users when they first access P6. This means that no additional installation steps are required for new P6 users: the Connector menu item will automatically be available to them.

Once the Connector has been installed, to add the Connector menu option to the template P6 configuration, run the following command as an administrator:

C:\Program Files\Timephased\P6 Procore Connector\ProcoreConnector.exe --systeminstall

To remove the Connector menu item from the P6 template configuration, use the following command as an administrator:

C:\Program Files\Timephased\P6 Procore Connector\ProcoreConnector.exe --systemremove

Note that this template configuration is only used for new users when they first access P6. Existing users will need to follow the steps outlined above to manually add the Connector menu item to their configuration.

Licensing

When the Connector is first installed it will start a 21 day free trial. You can see a countdown of the remaining days in the status bar at the bottom of the window.

At any time during the trial period, a new license can be purchased and added to the Connector. To add a new license, select the Add License menu option from the Start menu.

Selecting this menu option will open a dialog like the one shown below:

NOTE: If the trial expires you will automatically be taken to this dialog when the Connector is started.

A link on the dialog will take you to the e-commerce website which will allow you to purchase a license. Once you have completed the purchase you will be provided with a link which when followed will display the license text. The result will look something like this:

Copy the lines starting from the BEGIN LICENSE line and ending with the END LICENSE line, paste them into the text box on the Connector and click OK. You should now see a success message.

If you see a failure message you will be given the option to re-enter the key. If you still have issues getting your key to work, please contact support@timephased.com.

If the license has been added successfully, when you next use the Connector the status line at the bottom of the window will indicate the end date for support and updates.

While the Connector has a valid license installed it will notify you when updates are available, and if you encounter any issues you can contact Timephased Support.

Once your license has expired the status line will show the message "LICENSE EXPIRED: purchase a new license for support and updates". The Connector will continue to work, it just won't receive any further updates and you will not be able to contact Timephased Support.

IMPORTANT NOTE: once your license has expired, you are only entitled to use the last version of the Connector which was available while your license was active. This version will continue to work for you, but it will not notify you that newer versions are available. If you choose to manually download and install a more recent version of the Connector, the Connector will no longer work as it will recognize that it was created after your license expired. In this situation you will either need to re-install the older version of the Connector, or purchase a new license.