Guides

Schedule Integration

Import a project programme and link budget lines to schedule tasks so timing is driven by the schedule — current capabilities and how to use them.

The programme is the third pillar — it decides when costs and revenue land. Schedule integration lets you import a project schedule and tie budget lines to tasks so timing follows the plan rather than being keyed in by hand.

Status: import and reconciliation are available today. Driving forecast dates automatically from linked tasks is being rolled out — treat schedule-driven timing as partially automated and verify dates after linking.

Step 1 — Import a schedule

From the dashboard settings menu, open Import Schedule:

  1. Upload your project schedule (a Microsoft Project file), or import from a connected Procore schedule where available.
  2. The file is parsed into tasks (names, dates, WBS codes, % complete, hierarchy).
  3. The imported file becomes a schedule source. You can hold several sources and mark one as active.

Open Schedule Assignments and, for your budget view, link each budget line to the task(s) that drive its timing:

  • Manual — pick the task for each line.
  • Auto-match — let Cashflow Manager propose links by name/WBS similarity, then review.
  • AI-assisted — run an AI reconciliation job to match tasks to budget lines at scale.

Split assignments

When one budget line spans several tasks, use a split to allocate it across them by percentage or amount (totalling 100%). Useful for lines like preliminaries that run across multiple activities.

Step 3 — Timing follows the programme

Once linked, a task's start/finish dates can populate the forecast line item's dates, and the line's curve recalculates its monthly periods on those dates. The result is timing anchored to the schedule — when the programme moves, the forecast can move with it.

Check for an unlinked items warning, which flags budget lines or tasks not yet matched.

FAQ

What schedule formats can I import?

Microsoft Project files are the primary path (parsed by a dedicated service). The schedule sources area also supports importing from a Procore schedule integration where available.

What happens when I link a budget line to a task?

The task's start and finish dates can drive the line item's dates, and its periods recalculate on the chosen curve — so timing follows the programme instead of being set by hand.

A budget line spans several tasks — can I handle that?

Yes. Use a split assignment to allocate the line across multiple tasks by percentage or amount.

How complete is schedule integration?

Import and reconciliation (manual, auto-match, and AI-assisted) are in place. Full automatic date propagation across all flows is still being rolled out — see the note below.