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For which items in Procore should I make templates?


You are a new user of Procore and your Procore Point of Contact let you know there are certain things that you can template so that you don't have to create the same asset over again on all projects. You would like to know where each of these templates can be managed. 





Link to Support Article

Meetings Templates

This is the simplest way to create meeting agendas, as it helps your company develop common meeting templates that work well for your project teams. It also limits the amount of repetitive data entry for members of your project team.

Company Level →

Applies to all Projects automatically

Inspections Templates

Creating Inspections templates at the Company level allows you to easily use the same or similar templates across your projects without having to remake them each time. You may also make a new inspection template at your Project level, or you can modify an existing Company level template to for your project's unique needs.

Company Level →

Must be applied to all projects manually or added to Standard Project Template

Punch List Templates

Allows Procore users to create a library of common punch list  items which can be organized into categories. Default trades and assignees can be assigned to these common punch list items per Project.

Company Level →

Applies to all projects automatically

Documents Folder Structure

Creating a folder structure for a project provides an organized view of all of the project's documents that you can use on every project in Procore going forward.

Standard Project Template →

Carries forward on new projects that are created from the Project Template

Budget View/Template

Using the Company level Admin tool, you can build a customize budget view and assign it to the Project level Budget tool (i.e., a customized visual layout for viewing your budget data). These are established at the Company Level.

Company Level →

Applies to Projects as selected at Company level