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Procore

Add Company Level Inspection Templates to Your Project

Objective

To add company level inspections templates to your project.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Inspections tool.
  • Once a company template is copied to your project, it becomes a project template, which may be modified without affecting the company template from which it originated.

Steps

  1. Navigate to your project's Inspections tool.
  2. Click the Configure Settings icon .
  3. Click the Templates tab.
    Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.
  4. Click the + Add Company Templates button.
    Note: This button will be disabled if you have not first Created a Company Level Inspection Template.
  5. Click the checkbox next to one or many company inspection templates to use on this project.
    Note: To narrow your options down, filter templates by Type or Trade by clicking the Add Filter drop-down. Only templates that you haven't added to your project will appear here for you to select.
  6. Click Add Templates.
    Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.

 

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