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Apply a Project Template to a New Project

Objective

To apply a project template to a new project.

Background

Procore makes it easy to set up new projects within your company by applying preferences, file structures, and more from a previous project to a new project upon its creation. Project templates are the best way to ensure that any new project is created in your Procore account using a default set of configurations.

Things to Consider

  • Required User Permission:
  • Prerequisites:
  • Additional Information:
    • Templates can only be applied to new projects at the time the project is created.
    • After a project is created, you cannot apply a new template or switch to a different template.
    • If a project template is updated by your Procore Administrator, those updates only affect new projects. They do NOT affect existing projects.
  • If your company has enabled the ERP Integrations tool:

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page.
  2. Click Add New Project.


     
  3. Choose the desired project template from the Select a Project Template drop-down list.
    Note: To enable this feature, your Procore Administrator must first contact your Procore point of contact to request activate the project(s) you want to use as a template. See Configure a Project Template.

    project template.png
  4. Click Continue.
    The system reveals the Create New Project page. To learn about your options when creating a project, see Add a New Project. To learn about the items that carry over from the project template to your new project, see Configure a Project Template
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