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Configure a Project Template

Objective

To configure general project settings to save as a template that can be applied when adding a new project with the Portfolio tool. 

Background

Creating a project template in Procore allows you to apply shared settings to any new project in Procore. With this functionality, you are able to make a "sample" or "template" project with these settings and then copy this project as a base to build new projects off of. See Items that will carry over to your new project below to see what settings and items you can configure and apply to new projects.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions to the Company level Portfolio tool.
  • Additional Information:
    • In order to create a project template, contact support@procore.com or Procore point of contact. A Procore team member will enable template functionality for you. 
    • You may create an unlimited number of project templates. 
    • You can modify existing templates. However, modifications are NOT retroactive to existing projects. Changes only affect new projects.  
  • If your company has enabled the ERP Integrations tool:

Steps

  1. Email a request to support@procore.com or contact your Procore point of contact and ask them to enable project template functionality to your company. A Procore team member confirms that you have 'Admin' level permissions on the project (which is required for this type of request). 
  2. Navigate to the company-level Portfolio tool.
  3. Click Add New Project.
  4. If your Procore point of contact has enabled project template functionality for your company account, choose from these options:
    • If you want to create a new template for your new project, choose Do not apply a template.
      OR
    • If you want to copy an existing template and then configure it for your new project, choose the desired template from the drop-down list. 
  5. Click Continue.
  6. Fill out the project name. Any other fields you fill out in the 'Project Setup', 'Project Address', and 'General Project Settings' will not be carried over, so you do not need to fill this out.
  7. Click Continue.
  8. Configure your project preferences accordingly. Be sure to refer to the sections below to determine which types of data are copied to a new project that's created from a project template. 
  9. Once you're done configuring the project template, contact your Procore point of contact to mark that project as a template so that it will appear in the drop-down menu of project templates when you create a new project. (see screenshot below) 


     
  10. Once you've created your template, you may Apply a Project Template to a New Project.

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 Do 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
13:59, 18 Apr 2017

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