Skip to main content
Procore

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

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

See Also