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Importing a Schedule

Learn how to load your Schedule into Join, step by step

Early Access Feature
This feature is currently available only to customers enrolled in our Early Access program. If you are not part of the Early Access cohort, you will not see this feature in your account yet.

Importing a schedule is one of the first steps when setting up a new project in Join. This process helps establish your Project Timeline so you can begin planning milestones, estimates and decisions with accurate, up-to-date information aligned with your master schedule.

The import process includes two phases:

  1. Export your schedule data

    Join supports two schedule export formats:
    1. Microsoft Project  - export your schedule as an .XML file
    2. Oracle Primavera Cloud or P6 - export your schedule as an .XER file

Tip: Before exporting, make sure your schedule is current. Join preserves the task names, dates and structure exactly as they appear in your scheduling tool. All imported activities will be read-only in Join.

      2.    Import your schedule into Join
    1. Navigate to the Timeline Module.
    2. Enable Editing of Timeline.
    3. Click the Screenshot 2026-01-13 at 4.58.52 PM  icon in the top right and select the file you'd like to import (Using one of the files generated in step 1 above).

      Screenshot 2026-01-13 at 4.53.53 PM

Tip: Join Milestones (Estimates and Budgets) still need to be created in Join. This can be done from within Timeline or in the Milestones tab.

Updating Timeline when your Schedule Changes

When your schedule changes, follow the same process above to update your Timeline. Join will automatically match UID between the files to ensure existing activities are updated and new activities are created appropriately.

  1. Screenshot 2026-01-13 at 5.00.33 PM

Select the "Do not re-import previously deleted Activities" option if you'd like to ignore select activities or a section of your master schedule file. For example, if you choose to bring in a summary of Construction Activities until the details are further developed, Join will remember the activities previously deleted upon reimport.

Next Step: Once your schedule is in Join, it is time to build out your first Milestone with an Estimate and Budget and add some items.

 

Exporting from Microsoft Project

  1. Open your project in Microsoft Project Professional.

  2. Click the File menu and select Export.

  3. Click Save Project as File to choose a folder location.

  4. In the Save Project as File list, select XML Format (*.xml).

  5. Click Save As and then Enter a file name / location to save it to your computer. MS Project Export

 

Exporting from Oracle Primavera Cloud or P6

  1. From the Project List in Oracle Primavera Cloud, right-click on your project and select "Export to P6".
    Screenshot 2025-11-20 at 4.25.42 PM-2
  2. Select XER as the file format, and click Export.
    Screenshot 2025-11-20 at 4.25.51 PM-2
  3. When the file is ready, download to your computer.