Through SmartPM
Process
- Click manage schedules for Project
- Drag and drop or select file to upload into SmartPM
- You have complete control over which files are uploaded and when
- If there are a large volume of projects then this can be challenging to maintain
- After the upload is done then you have to wait till the analysis is complete to review the analytics
Through Procore Integration
Process
- Install SmartPM App from Procore Marketplace
- Upload schedules to Procore Schedule Tool (cannot just be placed in Procore Documents / Drive)
- Launch SmartPM embedded experience inside of Project in Procore
Pros
- If you are already uploading schedules to Procore you will not need to re-upload
Cons
- Requires manual trigger of embedded experience after uploading to schedule tool
Automated Import from P6/EPPM/OPC
Process
- Determine keys to be used to match between SmartPM and P6 (ex. Job Number)
- Identify server that will have P6/Powershell installed and access to DB server
- Update query in boiler plate Powershell script to identify the schedules that are ready for upload
- Update authentication information in boiler plate Powershell script
- Setup scheduled task to run Powershell script at set interval
Pros
- Automatically upload schedules on set cadence
- Data is always up to date
Cons
- Requires a server with P6 and Powershell installed inside of customer’s infrastructure
- May run into challenges where the schedule wasn’t completely updated yet was uploaded to SmartPM
- Requires strict update cadence
Automated Import from Folder
Process
- Determine folder structure to be used to identify projects
- Identify server to run script on
- Update folder path template, authentication information in boiler plate Powershell script
- Setup scheduled task to run Powershell script at set interval
Pros
- Automatically upload schedules on set cadence
- Data is always up to date
Cons
- Requires a server with Powershell installed inside of customer’s infrastructure
- Requires strict update and schedule placement cadence