Prerequisites
You need to have a Planera and Procore account
You need to have permission to install Apps in Procore
Detailed Installation Steps
Find the Planera App in Procore Marketplace and press Install
When you see the following prompt, press Install. Planera needs Calendar permission to export schedules to Procore.
3. Next step, add some 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
That's it!! Now you can use Planera embedded app in Procore.
Next Steps
How to sync a Planera project to Procore -