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Assign a Compliance Template to a Procore Project (Beta)

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 In Beta
This content is for participants of Procore Pay Early Pay Beta Program.

Objective

To assign a compliance template to a Procore project as a Company Admin with the Company level Admin tool. 

Background

With Procore Pay, a Company Admin can create compliance templates to use when managing a subcontractor's contract compliance documents on a commitment. 

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Compliance templates are only available with Procore Pay.
    • You can use these steps to assign a template to a project or to change a project's template assignment. 

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under Tool Settings, click Contracts.
  3. Click Compliance Templates. 
  4. Under Compliance Templates, locate the template to assign to a project.
  5. Click the link for the desired template in the Assign to Projects column. 
    This opens the Assign Templates to Projects prompt. 
  6. Choose one of these options:
    • To select all projects, mark the check box in the Project column.
    • To select individual projects, mark the checkboxes that correspond to the desired projects.
      assign-templates-to-projects.png 
  7. Click Assign.
    A GREEN banner indicates a successful assignment. Once assigned, Procore generates the template's insurance and contract compliance requirements on all new commitments. 

See Also