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What information gets copied to a new project from a Bid Board template?

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Background

A project template is a pre-configured Procore project that streamlines new project creation and reduces manual configuration. In the Bid Board tool, you can set an existing Bid Board project as a template that can be applied to future Bid Board projects.

Templates automatically copy many settings to new projects, but some will still need to be manually set.

Answer

This list identifies the settings and data that carry over to new projects created from the Bid Board project template.

Section

Data Copied to New Project
Overview

Estimate Overview

  • Project Description
  • Estimator
  • Office
  • Square Footage

Customer Information

  • Project Address

Custom Fields

  • Any custom fields
Estimating

Estimate Line Items

  • Any existing line items
  • Budget codes applied to line items
  • Difficulty Adjustments
  • Margin Adjustments
  • Tax Adjustments
  • Waste Adjustments

Notes

  • Included
  • Excluded
  • Project Notes
  • Scope of Work

Summary

  • Difficulty
  • Margin Adjustments
  • Pre-Tax Markups
  • Post-Tax Markups
  • Taxes
  • Waste Adjustments
Proposal
  • No proposal-specific settings carry over. However, information carried over in the 'Overview' and 'Estimating' sections will appear in the relevant sections of a proposal.