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Enable and Clone Project Level Workflow Templates

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Enable a Project Level Workflow Template

Objective

Create, edit, and manage workflows directly within a project, without requiring company-level permissions.

Build workflows from scratch, apply company templates, or tailor existing workflows at the project level.

Background

Provides project teams the autonomy to create and customize workflows directly within their project environment, without relying on company-level permissions.

To create or edit custom workflow templates for items in a project-level tool, use these steps. Procore saves these templates at the project level, making them distinct from your company-level workflow templates.

Things to Consider

  • Required User Permissions:
    • To view, create, or edit a project-level workflow, you must have 'Admin' level permissions on the Company level Workflows tool. 
  • Additional Information:
    •  Project-level workflows are only available in Procore Project tools.  (Correspondence, coming soon. Procore Pay not available as this is a company-level tool.)

Steps

  1. Navigate to the Company level Workflows tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under Feature Enablement, select a supported tool from the Tool list. 
     Note

    Project-level workflow features are available on Procore's Project tools (Correspondence, coming soon.). They are not available with company-level tools (Procore Pay). For a list of available tools, see Which Procore tools support Workflows?

  4. Move the Allow Project Level Templates Features to the ON position. 
    A success banner appears when the features are enabled for the project tool. 

Clone a Project Level Workflow Template

Objective

To clone a project level workflow template. 

Background

To create a new workflow template that's the same or very similar to an existing one, clone it. A clone is an exact copy of the original template, which you can then change as needed.

Things to Consider

  • Required User Permissions:
    • To clone a project level workflow template, 'Admin' level permissions on the Company level Workflows tool.

Steps

  1. Navigate to the Project level tool with the template to clone. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Workflows Settings. 
  4. In the tool's Workflow Settings, locate the template to clone and click Configure.
  5. At the top of the page, click Clone for Project. 
    clone-for-project.png
    Procore creates a new template that retains the original settings and names it: Copy of: [Template Name]