First Configuration

Once you have exported your first project from P6, 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.