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Create a Standard Folder Structure

Objective

To create a folder structure at the Project level prior to the project start to help organize all project documents.

Background

It is generally recommended that you create your folder structure in the default project template so you can carry this structure over to other projects. Creating a folder structure for a project provides an organized view of all of the project's documents that you can use on every project in Procore going forward.

Things to Consider

  • Required User Permission: 'Admin' on the project's Documents tool.
  • As a best practice, Procore does not recommend that you create folders for files that would otherwise live in a Procore tool. We recommend using the tools for the best experience (e.g. Submittals, Specifications).

Steps

  1. Navigate to your project template's Documents tool (it is recommended to create this folder structure in your default project template so you can copy it over to other projects.)
    Note: If you do not have a project template set up, see Configure a Project Template.
  2. Create subfolders under your project folder that suit how you want the documents in your project organized. Note: See Create a Folder for more information on building folders.
    The image below outlines an example folder structure:

    folder-structure2015-09-15_10-26-07.png
     
  3. If you would like a file to be transferred to every project using the project template's standard folder structure, upload the file into a folder, and then drag-and-drop the file under the folder titled the project name.
    Note: The file's permissions (locked/unlocked) will be applied to the file in the new project. However, any specific permissions granted to 'Standard' and 'Read-only' users will not be applied.

Next Steps

  1. Apply a Project Template to a New Project
  2. Or, if you would like to apply the folder structure to an existing project, see Can I copy one project's folders to another project?

 

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Last modified
08:51, 15 Mar 2017

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