In Smartapp™, you have the option to Publish your CPM Schedule directly to Procore. To do this, navigate to the Plan Board you would like to Publish. Under the File Menu option click on the 'Publish to Procore' Option. In the Side Menu, you can select one of the following options:

  • Procore Connector Settings (Ctrl+Shift+P):  Selecting this option lets you manage your Procore Connector Settings
  • Publish Now: Selecting this option lets you Publish your Plan Board Immediately.
  • Open Procore: Selecting this opens Procore.

  • In order to Proceed with any of the 3 Procore options, you will first need to sign in to your Procore Account.

Procore Connector settings (Ctrl+Shift+P):

Once you are logged in to Procore,  if you selected the Procore Connector Settings option,  you will be able to manage your Planner Connector Settings. The Sync Settings are as follows:

  • Company: Select the Company you would like to Sync with Procore
  • Project: Select the Project you would like to Sync with Procore
  • My Sync Settings:
  • Planner  to Procore  Sync:  Check this option if you would like to Sync your Schedules from Planner to Procore
  • Procore  to Planner  Sync: Check this option if you would like to Sync your Locations, Companies and Users from Procore™ to Planner™.

Procore Settings:

Procore  Connector

How to Publish Plan Board to Procore 

Connector Guides:

AutoCAD Drive Connector

Revit Drive Connector

PRO™ Settings:

App Studio

Report Manager


Planner Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

Board How To?

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is Plan View

What are Different Boards Types

Board Tags How To?

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to Set a Tag as Complete

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

How to assign Rollups to a tag

How to Set a Default GPS Location on Tag

How to Add a New Location to Sub Levels in Location Manager

How to Add/Modify Custom Location on Tag

What is the Tag Shelf

Last Updated: Jan-02-23