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Procore

Create a Standard Project Folder Structure for the Documents Tool

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 Permissions:
    • 'Admin' on the project's Documents tool.
  • Additional Information:
    • 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).

Video

 

Steps

  1. Navigate to your project template in Procore (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. Navigate to the project's Documents tool.
  3. Create subfolders under the main root folder that are best aligned with 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:
    documents-folder-structure.png

Next Steps