What gets copied over to a new project from a project template?
- Last updated
- Mar 27, 2025
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Answer
In Procore, a project template is a pre-configured Procore project that streamlines new project creation and reduces manual configuration. Templates automatically copy various settings to new projects. However, not all settings are transferred; some settings must be configured manually on new projects. To learn how to get started with project templates, see Configure a Project Template.
This table identifies the settings and data that DO and DO NOT carry over to new projects created from a project template.
Tool |
Carries Over |
Does NOT Carry Over |
---|---|---|
Action Plans |
Configure Settings
|
|
Admin (Company Level) |
Project Groups
Fieldsets
|
Company Settings
|
Admin (Project Level) |
Project Settings
|
Project Settings
|
Tendering |
Configure Settings
|
|
Budget |
Configure Settings
|
Budget
|
Change Events |
Configure Settings
|
|
Variations |
Configure Settings
The variation configuration you establish in a project template will be carried over to new projects based on the template. You can pick either a single tier, two tier or three tier variation configuration for both the head contract and commitment sides. The configuration for variation tiers can be different between the head contract and commitment sides. |
|
Commitments |
Configure Settings
Individual Subcontracts and Purchase Orders
|
Individual Subcontracts and Purchase Orders
|
Connection Manager |
Configure Settings
|
|
Correspondence |
Configure Settings For each Correspondence Type:
|
Configure Settings
|
Site Diary |
Configure Settings
|
Configure Settings
Site Diary
|
Directory |
Directory
|
Directory
|
Documents |
Documents
|
Documents
|
Drawings |
Configure Settings
|
Drawings
Configure Settings
|
Emails |
Configure Settings
|
Configure Settings
|
Estimating |
Estimates
Configure Settings
|
Estimates
Proposal
|
Incidents |
Configure Settings
|
Configure Settings
|
Inspections |
Configure Settings
|
Configure Settings
|
Instructions |
Configure Settings
|
Configure Settings
|
Invoicing (without Procore Pay) |
Configure Settings
|
Progress Claiming
|
Invoicing (with Procore Pay) |
Configure Settings
|
Configure Settings
|
Meetings |
Configure Settings
|
|
Observations |
Configure Settings
|
Configure Settings
|
Photos |
Configure Settings
Photos
|
Photos
|
Head Contracts |
Configure Settings
Head Contracts
The data in the Schedule of Values (SOV) tab on the projects template is carried over to new projects. In addition, the Advanced Settings are carried over. |
|
Project Home |
Configure Settings
Project Home
|
Configure Settings
|
Defect List |
Configure Settings
|
Configure Settings
|
RFIs |
Configure Settings
|
Configure Settings
|
Program |
Configure Settings
|
Configure Settings
|
Specifications |
Configure Settings
|
Specifications
|
Submittals |
Configure Settings
|
Configure Settings
|
Tasks |
Configure Settings
Tasks
|
Configure Settings
|
Timesheets |
Configure Settings
|
|
Daywork Sheets |
Configure Settings
|
|
Transmittals |
Configure Settings
|
Configure Settings
|
Workflows (Company level) |
Assigned projects
|
|
Workflows (Project level) |
Tool Configuration Settings
|