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Procore

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

In Procore, you can select an existing project to use as a template for creating new projects. This allows you to save the existing project's common settings and then later apply those settings to a new project (i.e., at the time a new project is created). For information about the common settings and items that are saved with a project template, see Items that will carry over to your new project below. 

Things to Consider

Steps

Request to Enable Project Templates In Procore

To submit a request to enable the project template feature in Procore, do the following:

  1. Ensure you have the appropriate permissions. See Things to Consider above. 
  2. Select the project (or projects) in your company's account that want to make available as a template(s).
    Notes:
  3. Include this information in your request:
    1. Project Name. The name and number the project. To find the project name, navigate to the Portfolio tool and locate the desired project in the Projects list. Include the Name value. See Search the Company Portfolio for Projects.
      Note: In this example, we want to use the existing project named, 'Seaward Shopping Center I" as a project template. 

      project-name.png
       
    2. Project ID. The ID number of the project. To find the project ID, click the project link in the Portfolio tool. This opens the project in your web browser. Then look in the URL in the Address bar. The Project ID is the number that appears in the URL: http://app.procore.com/XXXXXX/project/home.

      project-id.png

       
  4. Send the information above and your request in an email message to:
    1. support@procore.com
      OR
    2. Your Procore point of contact

Confirm that Your Project Template is Active

After your Procore point of contact confirms that you selected project(s) have been activated as template, do the following:

  1. Navigate to the company's Portfolio tool. 
    The Portfolio page appears. 
  2. Click Add New Project
    This opens the Create a New Project window. 
  3. Verify that the projects you requested to use as a template(s) appear in the Select a Project Template list. 



    The project template feature has been successfully activated in Procore. If you want to continue creating a new project, click Continue. To learn more about project creation, see Add 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.

  Item Additional Information
Procore Tools Configure Settings 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.
Admin (Company Level) Project Settings > Cost Codes Cost codes added to the Company level Admin tool and related data in the template are carried over to new projects.
  Project Settings > Defaults > Programs The list of Programs added to the template are carried over to the new project. See Add a Custom Program.
  Webhooks 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.
Admin (Project Level) Project Settings > General The following settings from the General page of Project Settings copied to your new project: County Override checkbox, Latitude/Longitude Override checkbox, Office drop-down list, Project Type drop-down list, Sub Jobs checkbox, Enable DocuSign checkbox, and Prevent Overbilling on this Project checkbox.
Daily Log Configure Settings > Project Settings (Daily Log Settings) 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).
Directory Project Directory (Users & Companies) If the project template contains users and companies in the Project Directory tool, those companies and persons will be added to any new project created with the template.
Documents Document Subfolder Structures Under the project's Documents tool, 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.
Documents 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.
Change Orders Configure Settings > 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 configuration for change order tiers can be different between the prime contract and commitment sides.
Commitments Commitments List Commitments from the project template are carried over to the new project and automatically placed into the Draft status.
Inspections Configure Settings > Create Inspection Template

Inspections template and related data are carried over to new projects. See Create a Project Level Inspection Template.

Prime Contract Schedule of Values Tab The data in the Schedule of Values (SOV) tab on the projects template is carried over to new projects. 
Punch List Configure Settings > Punch List Settings > 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.
Schedule 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.
Submittals Configure Settings > Submittal 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.

Items That Do Not Carry Over To Your New Project

Any preference that is NOT in the list above including:

  • Project Admin: General Settings: Project Name, Active Project, Job Number, Project Description, Square Feet, Job Phone, Job Fax, Address, City, Country, State, County, Zip, Latitude/Longitude, Estimated Start Date, Estimated Completion Date, Warranty Start Date, Warranty End Date, Actual Start Date, Projected Finish Date, Actual Start Date (Override Imported Schedule Date, Projected Finish date (Override Imported Schedule Date, Parent Job, Estimated Project Value, Project Stage, Office, Project Flag, Departments, Program, Bid Type, Owner Type, Region, Copy People From, Project Logo. 
  • Subscribers/Tool-specific distribution groups: Any subscribers or default distribution group members that are set up in the configuration page of a tool will not be copied to the new project's configuration settings.
  • Cost Codes: Project level cost codes.
  • 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
  • Project Team
  • Project Links: Project Links do not carry over to new projects. See Add or Modify Project Links.
  • Reports and Custom Reports
  • Company Level Webhooks: Only project level Webhooks are carried over from templates to new projects.
  • Submittal Workflow Templates: Project level Submittal workflow templates do NOT carry over on a project template.

Next Steps