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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.

  • 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.

  • 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.

  • Cons:
    • Requires proper folder organization and monitoring setup.
    • May need additional scripting or tools to handle the automation.