Latest Update: 7-29-2026
Prerequisites
You need to have a Planera and Procore account
You need to have permission to install Apps in Procore
Decide which Procore Schedule Tool you are using:
Procore has 2 scheduling tools available. To learn more about each, read Procore's support page on Schedule (Legacy) and Scheduling (New). You can find the installation steps for each below.
Installation Steps (Legacy Schedule)
If you have not yet installed the Planera App in Procore, follow the 5 steps below. If you already have the app installed and want to upgrade to the New Scheduling tool, proceed to the section below called "Update to the New Scheduling Tool".
In Procore, choose the dropdown to select an App and go to the Marketplace
Find the Planera App in the Marketplace and select "Install App"
When you see the following prompt, press Install.
Once installed, close the pop up window and proceed to the next step to grant calendar permission to your projects.
Go to the App Management section (shown in step 1 below the Marketplace) and click "View" next to the Planera app.
Click on the Permissions tab, using the "Permitted Projects" dropdown, add projects that Planera will have access to. If you skip this step, you can add this permission later as well but it is advisable to do this upfront.
4. Next, you have to create a Configuration for Planera App by clicking on "+ Create Configuration"
5. In the next step, create a configuration for Planera and make sure to select both the following options:
Global Projects Config
Company Level Config
Update to the New Scheduling Tool
In Procore, choose the dropdown to select an App and go to the App Management. You should see a pending update for the Planera app, click "View"
Once you are viewing the Planera App, select "Update App"
When you see the following prompt, select "Update"
Once installed, you'll see a notification that the update was successful.
In App Management under the Permissions tab, you should see both permissions
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