Can I copy one project's Documents folders to a new project?

Answer

Yes. If your organization uses a standard set of folders and sub-folders (such as "Faxes", "Plans", "Permits," etc.) for every project, you can copy the folder and sub-folder structure from an existing project to a new project in Procore. Copies can only be made from an existing project (a.k.a., the 'source' project) to the new project (a.k.a., the 'target' project).

Tip! In general, Procore recommends that you configure a project template to use when you create new projects in the future. See Create a Standard Project Folder Structure for the Documents Tool.

If you have 'Admin' permissions to the Documents tool and want to copy a particular project's folders to another project, see the steps below:

  1. Navigate to the project's Documents tool.
    Note: You must have 'Admin' permissions to the Documents tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Scroll to the 'Copy Folder Structure from Another Project' area.
  4. Select the relevant project from the Select Project drop-down menu.documents-copy-folders-from.png
  5. Click Copy.
    This copies the folder structure (not files) from the selected source project in Procore into the target project.
 Important
Copying an existing folder structure to a new project will only carry over folders and sub-folders, not the files within those folders. However, you can copy files if they are in the root folder of the project's Documents tool. See Can I copy files in the Documents tool to another project?

 

See Also