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What gets copied over to a new project when applying a project template?

Items that will carry over to your new project

  • Most of the advanced setting configurations for each tool except for Schedule and the Project Home. (See "Configure Advanced Settings: [Procore tool]" in the site for more information on each of a tool's specific advanced settings)
  • Subjobs. If your company's Procore point of contact has enabled the sub job setting in Procore (see Add a Subjob to a Procore Project), the source project's sub jobs will carry over to the new project. 
  • Directory contacts and companies. Add people to the directory that you would like to be included in every project. (e.g. company 'Admins', accountants, etc.) Also, if you add a new user who belongs to a specific company, the company's entry will also be included.
  • Document Subfolder Structures. Under the project's Document's tab, the subfolder structure will carry over. However, none of the files located within those subfolders will be carried over because they are most likely project-specific documents that should not be added to every new project. For example, you may want all projects to place their files into folders where the same folder names and folder structure are used across all projects. See Create a Standard Folder Structure.
  • Equipment. Under the Project level Admin tool in the Project Settings page, the Equipment information carries over to the new project.
  • Files in the Root Document Directory: Files that are placed at the root (topmost) level and are not located in the subfolder, will be carried over. For example, you may want the same safety regulations document added to each new project. Files can be added to the main project folder via Procore Drive, or by dragging and dropping a document to the top of the folder tree to your project's folder from a subfolder in the web application. 
  • Active tabs and Custom tabs set up in your project's Admin tab. 
  • Change Order process must be defined. You can pick either a single tier, two tier, or three tier change order configuration for both the prime contract and commitment sides. The change order tiering configuration can be different between the prime contract and commitment sides.
  • RFI email preferences.
  • Prime Contract's Schedule of Values.
  • Schedule integration selection, but the schedule that you have integrated will not be carried over.
  • Cost Codes at the Company level.
  • Punch Item Types. The list of 'Punch Item Types' created in the Configure Settings page of the project's Punch List tool. See Create Punch Item Types.
  • New projects that are created without using a template will have the following Daily Logs enabled by default: Weather Log, Manpower Log, Notes Log, Timecard Entry, Equipment Log, Visitor Log, Call Log, Inspection Log, Delivery Log, Safety Violation LogAccident Log, Quality LogProductivity Log, Dumpster Log, and Waste Log
  • Project Inspection Templates.
  • Custom Submittals Responses. Any custom submittal responses that have been created in the source project are carried over to the new project. See Create Custom Submittal Responses.

Items that will not carry over to your new project

Any preference that is not in the list above including:

  • Cost Codes at the project level.
  • Default Distribution Lists on specific tools (RFIs, Submittals, etc.).
  • Any schedule integration; however, your selection of which schedule tool you would like to integrate with will carry over (MS Project vs. Primavera P6).
  • Spec sections.
  • Locations.
  • Meeting (i.e., types, templates, and agenda structure). 
  • Project Home configuration settings
  • Reports and Custom Reports

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Last modified
09:20, 12 Aug 2016



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