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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 from. This reuse capability greatly enhances the efficiency with which you can create new projects by "seeding" them with existing project items and data. 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 brand new template to use when you create new projects, choose Do not apply a template.
      OR
    • If you want to create a new template based on an existing template and then tailor it for use in creating new projects, choose the template you want to use as a base 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 the next time 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

The following table identifies the project items that are carried over when you create a new project based on a template.

Project Item Additional Notes
Advanced Setting Configurations Most of the advanced setting configurations for each tool except for Schedule and the Project Home will caryy over to a new project. 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 configuration setting for the Enable Sub Job checkbox will carry over to the new project. However, the sub job itself will NOT carry over to the new project.
Directory Contacts and Companies People that you have added to the company directory will be included in every project. (e.g. company 'Admins', accountants, etc.) Also, if you add a new user who belongs to a specific company (vendor), that 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 Any Active tabs or Custom tabs you have set up in your project's Admin tab will carry over to new projects.
Change Order Configuration The change order configuration you establish in a project template will be carried over to new projects based on the template. 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 All RFI email preferences in the template are carried over to new projects.
Prime Contract's Schedule of Values All prime contract schedule of values data in the template are carried over to new projects.
Schedule Integration Selection If you have identified a particular schedule integration in a project template, that selection will be carried over to new projects created from the template. However, any schedule data that may exist in the template will not be carried over.
Cost Codes at the Company Level Company level costs codes and related data in the template are carried over to new projects.
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.
Daily Logs Daily logs and their data are carried over to new projects.
Project Inspection Templates Inspection templates and related data are carried over to new projects.
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.
Webhooks Configuration Project level Webhooks configuration including Notification Endpoint and Authorization Header field values are carried over to new projects.

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.).
  • Schedule integration Data - However, as stated above, your selection of which schedule tool you would like to integrate with will carry over (MS Project vs. Primavera P6).
  • Spec Sections
  • Locations
  • Meetings - For example, types, templates, and agenda structure. 
  • Project Home Configuration Settings
  • Reports and Custom Reports
  • Company Level Webhooks - Only project level Webhooks are carried over from templates to new projects.
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Last modified
08:38, 21 Jun 2017

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