1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Company Level > Portfolio > Tutorials > Configure a Project Template

Configure a Project Template

Objective

To configure an existing project as a project template so it can be applied when creating new projects in your company's Procore account. 

Background

Creating a project template in Procore allows you to apply shared settings to any new project in Procore. With this functionality, you are able to make a "sample" or "template" project with these settings and then copy this project as a base to build new projects from. This reuse capability greatly enhances the efficiency with which you can create new projects by "seeding" them with existing project items and data. See Items that will carry over to your new project below to see what settings and items you can configure and apply to new projects.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions to the Company level Portfolio tool.
  • Additional Information:
    • In order to create a project template, contact support@procore.com or Procore point of contact. A Procore team member will enable template functionality for you. 
    • You may create an unlimited number of project templates. 
    • You can modify existing templates. However, modifications are NOT retroactive to existing projects. Changes only affect new projects.  
  • If your company has enabled the ERP Integrations tool:

Steps

  1. Email a request to support@procore.com or contact your Procore point of contact and ask them to enable project template functionality to your company. A Procore team member confirms that you have 'Admin' level permissions on the project (which is required for this type of request). 
  2. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page.
  3. Click Add New Project.
    This opens the Create a New Project window.
  4. If your Procore point of contact has enabled project template functionality for your company account, choose from these options:
    • If you want to create a brand new template to use when you create new projects, choose Do not apply a template.
      OR
    • If you want to create a new template based on an existing template and then tailor it for use in creating new projects, choose the template you want to use as a base from the drop-down list. 
  5. Click Continue.
    The Create New Project page appears.
  6. Do the following:
    1. Project Name. Enter the project name. This is the street address or construction project name. It displays in a variety of places in the Procore web application, including the Select a Project menu, CSV and PDF exports, and custom reports.

    2. Active Project?. Place a checkmark in this box to classify the project as Active (recommended) or clear the checkmark from the box to classify it as Inactive.

      Note: Any other values entered in the Project Setup, Project Address, and General Project Settings areas will NOT be carried over when you create a new project based on this template. 
  7. Click Create Project.
    The Confirm Project Creation window appears. 
  8. Click Confirm to proceed.
    After the project is created, the system automatically opens the Cost Codes page under Project Settings
  9. Continue by configuring your project's cost codes as desired. See Add and Edit Project Cost Codes.
  10. Configure any other project settings as desired. See How do I set up a project in Procore?.

Next Steps

After you've configured the project template, contact your Procore point of contact to ensure that your project is marked as a project template. This adds the project name to the Select a Project Template list in the Create a New Project window. This window will appear after you click the Add a New Project button. See Add a New Project and Apply a Project Template to a New Project.

Items That Will Carry Over to Your New Project

The following table identifies the project items that are carried over when you create a new project based on a template.

Project Item Additional Notes
Advanced Setting Configurations Most of the advanced setting configurations for each tool except for Schedule and the Project Home will carry over to a new project. See "Configure Advanced Settings: [Procore tool]" in the site for more information on each of a tool's specific advanced settings.
Subjobs If your company's Procore point of contact has enabled the sub job setting in Procore (see Add a Subjob to a Procore Project), the configuration setting for the Enable Sub Job checkbox will carry over to the new project. However, the sub job itself will NOT carry over to the new project.
Directory Contacts and Companies People that you have added to the company directory will be included in every project. (e.g. company 'Admins', accountants, etc.) Also, if you add a new user who belongs to a specific company (vendor), that company's entry will also be included.
Document Subfolder Structures Under the project's Document's tab, the subfolder structure will carry over. However, none of the files located within those subfolders will be carried over because they are most likely project-specific documents that should not be added to every new project. For example, you may want all projects to place their files into folders where the same folder names and folder structure are used across all projects. See Create a Standard Folder Structure.
Equipment Under the Project level Admin tool in the Project Settings page, the Equipment information carries over to the new project.
Files in the Root Document Directory Files that are placed at the root (topmost) level and are not located in the subfolder, will be carried over. For example, you may want the same safety regulations document added to each new project. Files can be added to the main project folder via Procore Drive, or by dragging and dropping a document to the top of the folder tree to your project's folder from a subfolder in the web application.
Active Tabs and Custom Tabs Any Active tabs or Custom tabs you have set up in your project's Admin tab will carry over to new projects.
Change Order Configuration The change order configuration you establish in a project template will be carried over to new projects based on the template. You can pick either a single tier, two tier, or three tier change order configuration for both the prime contract and commitment sides. The change order tiering configuration can be different between the prime contract and commitment sides.
RFI Email Preferences All RFI email preferences in the template are carried over to new projects.
Prime Contract's Schedule of Values All prime contract schedule of values data in the template are carried over to new projects.
Schedule Integration Selection If you have identified a particular schedule integration in a project template, that selection will be carried over to new projects created from the template. However, any schedule data that may exist in the template will not be carried over.
Cost Codes at the Company Level Company level costs codes and related data in the template are carried over to new projects.
Punch Item Types The list of 'Punch Item Types' created in the Configure Settings page of the project's Punch List tool. See Create Punch Item Types.
Daily Logs The Daily Log Settings from the source project are copied to the new project (Note: Individual daily log entries, emails, change history, and any configuration settings created under the Manpower Categories area of the Daily Log Settings page are NOT copied to the new project).
Project Inspection Templates Inspection templates and related data are carried over to new projects.
Custom Submittals Responses Any custom submittal responses that have been created in the source project are carried over to the new project. See Create Custom Submittal Responses.
Webhooks Configuration Project level Webhooks configuration including Notification Endpoint and Authorization Header field values are carried over to new projects. Note: Only Webhooks configured in the default Procore namespace are carried over to new projects.

Items That Do Not Carry Over To Your New Project

Any preference that is not in the list above including:

  • Cost Codes - at the project level.
  • Daily Log. Individual daily log entries, emails, change history, and any configuration settings created under the Manpower Categories area of the Daily Log Settings page are NOT copied to the new project.
  • Default Distribution Lists - on specific tools (RFIs, Submittals, etc.).
  • Schedule integration Data - However, as stated above, your selection of which schedule tool you would like to integrate with will carry over (MS Project vs. Primavera P6).
  • Spec Sections
  • Locations
  • Drawing sheets
  • Meetings. For example, types, templates, and agenda structure. 
  • Photos. Albums do not carry over to new projects. 
  • Project Home Configuration Settings
  • Reports and Custom Reports
  • Company Level Webhooks - Only project level Webhooks are carried over from templates to new projects.
You must to post a comment.
Last modified
09:46, 19 Oct 2017

Tags

Classifications

This page has no classifications.