Has anybody used Smartsheet to create schedules for Procore?
My company uses Smartsheet to create its construction schedule that is then uploaded to Procore. However, there are some problems with the integration of the two. To upload to Procore the schedule has to be exported as a Microsoft Project file (.xml) and then it can be uploaded and processed by Procore. The problem is that Procore is not recognizing Baseline and Actual Dates properly. Baseline dates are put into Procore as general start and end dates and leaves the Baseline field blank. Then actual start dates are filled in automatically by Procore because it assumes the actual start and end date is the same as the general, despite whatever might be entered for this filled in Smartsheet. These are crucial to keep track of and I am wondering if anybody knows how to get the proper dates to work with Procore? I have attached a picture of the schedule column layout in case that is in some way affecting it, and what it looks like in Procore.
Answers
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Hi @Ryan Kinder ,
I haven't personally connected any of the schedules with Procore, but you might reference these links from Smartsheet (https://www.smartsheet.com/marketplace/apps/sync-for-procore) and Procore (https://support.procore.com/integrations/smartsheet-sync) for their schedule syncing.
This would also be a great topic to bring up in the Construction User Group @Stephanie Viers (https://community.smartsheet.com/group/19-construction)
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Hi Ryan,
Definitely check out the links that Chris gave you. Cyberco built that integration specifically for syncing scheduling - worth at least looking into!
Agreed about this being a topic we should focus on at one of our user groups, @Chris Mondeau . We really need a Smartsheet user who is integrating right now to volunteer to speak. I know there are lots of folks using Procore and Smartsheet together but I can't volunteer them. I will 100% mark this idea down and keep a lookout for folks who'd be willing to share. If any of you reading this thread are interested in making this a topic at the user group and/or in sharing your own story, let me know!
Stephanie Viers, Lead Customer Success Manager - Construction
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Thank you @Stephanie Viers and @Chris Mondeau for replying,
I had started my research into the issue using the links that Chris provided. They are indeed a great place to start, but don't cover these possible issues, ideal formatting, etc. Currently my company is utilizing Cyberco to sync our schedules from Smartsheet to Procore, and it works as intended with incredible speed. However, it is not able to correct the issue I am experiencing. When letting Cyberco upload the schedule versus doing it manually myself the result is the same, dates that don't line up correctly. I have found a possible solution however. In the Cyberco Sync online system there is a button that says "Rematch Columns", and I am guessing this will fix my issue. Now I just have to figure out how I can actually select this option as the system currently will not let me. I have sent a query regarding this to Cyberco and will post any updates.
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@Ryan Kinder Yes please post updates on this when you hear back from Cyberco.
And if you have a minute, there are folks in this Procore thread in our Construction Group who would love to hear more about how you use Procore & Smartsheet together: https://community.smartsheet.com/discussion/72187/procore-integrations-process-mapping#latest
Stephanie Viers, Lead Customer Success Manager - Construction
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