How can I import schedules into SmartPM?
SmartPM offers several methods to import schedules, each catering to different workflows and preferences:
Manual Upload via SmartPM Platform:
- Process:
- Navigate to your project in SmartPM
- Click on Manage Schedules.
- Drag and drop or select the schedule file to upload.
- Pros:
- Full control over which files are uploaded and when.
- Full control over which files are uploaded and when.
- Cons:
- May become cumbersome with a large volume of projects.
- Requires waiting for analysis to complete before reviewing analytics.
Integration with Procore:
- Process:
- Install the SmartPM app from the Procore Marketplace.
- Upload schedules to the Procore Schedule Tool (note: schedules must be uploaded here, not just placed in Procore Documents/Drive).
- Launch the SmartPM embedded experience within the Procore project.
- Pros:
- Seamless integration if you're already uploading schedules to Procore; no need to re-upload.
- Seamless integration if you're already uploading schedules to Procore; no need to re-upload.
- Cons:
- Requires manual triggering of the embedded experience after uploading to the schedule tool.
Automated Import from Primavera P6/EPPM/OPC:
- Process:
- Determine keys to match between SmartPM and P6 (e.g., Job Number).
- Identify a server with P6 and PowerShell installed, with access to the database server.
- Update the query in the provided PowerShell script to identify schedules ready for upload.
- Configure authentication information in the script.
- Set up a scheduled task to run the script at desired intervals.
- Pros:
- Automates schedule uploads on a set cadence.
- Ensures data is always up-to-date.
- Cons:
- Requires a server with P6 and PowerShell installed within your infrastructure.
- Potential issues if a schedule isn't fully updated but is still uploaded to SmartPM.
- Necessitates strict adherence to the update cadence.
Automated Import from Folder:
- Process:
- Determine a folder structure to identify project files.
- Set up a scheduled task to monitor the folder for new or updated files.
- Automatically upload files to SmartPM when detected.
- Pros:
- Streamlines the import process for multiple projects.
- Streamlines the import process for multiple projects.
- Cons:
- Requires proper folder organization and monitoring setup.
- May need additional scripting or tools to handle the automation.