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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

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Directory tool.
  • Additional Information:
    • In order to create a project template, Contact Support or your Procore point of contact. A Procore team member will mark the desired project as a template for you. 
    • You may create an unlimited number of project templates. 
    • You can modify existing templates. However, modifications do NOT retroactively apply to projects previously created from that template. Changes to existing templates are only applied to new projects created from that template after the changes are saved.  
  • For companies using the icon-erp-synced2.png ERP Integrations tool: If you will be importing a job from an integrated ERP system to add to Procore as a new project, you will need to select the project template to apply to your new Procore project. For details, visit Things to Know About Your ERP Integration.
     

Steps

  1. Request to Enable a Project as a Template in Procore
  2. Confirm that Your Project Template is Active

1. Request to Enable a Project as a Template in Procore

Send a request to your Procore point of contact or Procore Support asking them to convert a project to a template. You can use an existing project in your company's account, or you can create a new one. Include the following details in your request:
 

  • Project Name and Number. To find the project name and number, navigate to the Portfolio tool and locate the desired project in the Projects list. See Search the Company Portfolio for Projects.
  • Project ID. To find the project ID, open the project in Procore. Then look in the URL in your browser's address bar. The Project ID is the number that appears in the URL when viewing your project. If you're still not sure of your project's ID number, you can send the complete link to the project in your request instead.

 

2. Confirm that Your Project Template is Active

After your Procore point of contact confirms that your desired project has been converted to a template, do the following:

  1. Navigate to the company's Portfolio tool. 
  2. Click Create Project.  
  3. Open the Template drop-down list. If the name of your new template appears in the list, the template is active and ready for use when creating new projects. It may take a few minutes after activation for a template to become available for use. 

 

What carries over from a project template?

This table identifies the settings and data that DO and DO NOT carry over to new projects created from a project template.