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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 level Inspections tool.
  • Additional Information:
    • After a company template is copied to your project, it becomes a project template, which can be modified without affecting the company template from which it originated.

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings    icon.
    Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.
  3. Click the Templates tab.
  4. Click Import Company Templates.
    Note: This button will be disabled if you have not first Created a Company Level Inspection Template.
  5. Mark the checkbox next to one or more 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 for you to select.
  6. Click Import 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.

 

If you would like to learn more about Procore's inspections management software and how it can help your business, please visit our construction site inspection software product page .