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Procore

Clone a Project Inspection Template to a Company

Objective

To clone a project inspection template to a company.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Inspections tool.
  • Additional Information:
    • Project level item references will not carry over to Company level templates. 

Steps

  1. Navigate to the Project level Inspections tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click the Templates tab.
  4. Click View
  5. Click the ellipsis icon-ellipsis-vertical.png icon, then click Clone to Company.
    Note: Project level item references will not carry over to Company level templates. 
    clone-project-inspection-to-company.png