Action Plans |
Configure Settings
- Notification settings
- Company level templates are automatically available on all projects where the Action Plans tool is enabled
|
- Action Plan templates created at the Project level
|
Admin (Company Level) |
Project Groups
Fieldsets
- Fieldsets assigned to the template project
|
Company Settings
- Webhooks
- Company level webhooks
Note: Project level webhooks DO copy over
|
Admin (Project Level) |
Project Settings
- General
- Project Information
- Delivery Method
- Project Stage
- Project Type
- Logo
- Photo
-
Project Location
- Country
- Timezone
- Address
- City
- State/Territory
- ZIP
- Phone
- Fax
- ERP Integrations
Note: These settings are only available to accounts with a Procore-built ERP integration.
- Allow Project to be Synced with ERP
- Enable ERP Job Cost Transaction Syncing
Note: 'Allow Project to be Synced with ERP' must also be enabled to allow 'Enable Job Cost Transaction Syncing' to carry over.
-
Advanced
- Office
- Departments
- Project Group
- Flag
- Region
- Tender Type
- Owner Type
- Parent Project
- Warranty Start and End dates
- Enable Docusign
- Prevent Overbilling on this Project
- Non-Commitment Costs
- Labour Productivity for Budget, Change Events, and Change Orders
- Quickbooks Customer
- Active Tools
- Work Breakdown Structure
- Procore's default 'Cost Type' segment item(s) and all custom cost type segment item(s).
- Any custom segment items added to the project template.
- The ON/OFF setting that includes and excludes 'Segments' in the budget code structure.
- The project template's budget code structure and its segment arrangement in the template.
- Working Days
- Locations
- Only Allow Locations to be Created in the Location Manager
- Webhooks
- Project level Webhooks, including:
- Authorization Header
- Notification Endpoint
Note: Only Webhooks configured in the default Procore namespace are copied to new projects.
- Equipment
|
Project Settings
- General
- Project Information
- Project Name
- Project Number
- Total Value
- Start Date
- Completion Date
- Actual Start Date
- Projected Finish Date
- Project Sector
- Work Scope
- Square feet
- Description
- Project Location
- County
- Latitude
- Longitude
- Advanced
- Work Breakdown Structure
- Locations
- Classifications
|
Tendering |
Configure Settings
|
|
Budget |
Configure Settings
- Budget Settings
- Forecasting
- Autocalculate Forecast to Complete by default
- Enable Advanced Forecasting
- Budget Changes
- Require a Budget Change Adjustment to Change Event association
- Require net zero Budget Change amounts
- Allow budget changes to be billed on owner progress claims
|
Budget
- Values within the budget itself
- Budget views assigned to the template project
|
Change Events |
Configure Settings
- Change Event Settings
- Syncing Objects
- Maintain Budget Codes across all Line Items in sync
- Column Display
- Display Revenue ROM, Latest Price, Latest Cost, and Over/Under columns
- Display UOM, Revenue Qty, Revenue Unit Cost, ROM Unit Qty, and ROM Unit Cost Columns
- Attachments
- Copy attachments from RFQ responses to Head PCOs
- Copy attachments from RFQ responses to Commitment COs
- Budget ROM
- Budget ROM for In Scope
- Budget ROM for Out of Scope
- Budget ROM for TBD Scope
- Budget Changes
- Prevent Budget Changes and Head Potential Change Orders on the same Change Event Line Item
|
Configure Settings
- Default "Prime Contract (For Markup Estimates)" for new change events
|
Variations |
Configure Settings
- Change Order Settings
- Show Line Items on Head Contract Change Order PDFs
- Show Line Items on Commitment Change Order PDFs
- Change Reason Behaviour
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
- Contract Configurations
- All Contract Configuration Settings
- All Default Contract Settings
Individual Subcontracts and Purchase Orders
- General information
- Title
- Executed
- Default Retention
- Description
- Schedule of Values
|
Configure Settings
- Contract Configurations
- All Default Distribution settings and selections
Individual Subcontracts and Purchase Orders
- General information
- Contract number (#)
- Company
- Attachments
- Progress Claim Contacts
- Access for Non-Admin Users
- Status
Note: All Commitments carry over to the new project with the status marked as 'Draft.'
- Schedule of Values
|
Connection Manager |
Configure Settings
- Connection Manager Emails
- Notification selection (All Users or Specific Users)
- Downstream Connections
- Automatically Configure Connections
|
|
Correspondence |
Configure Settings
For each Correspondence Type:
- Enable Email Reminders for Overdue Items
- Responses will be due number
- Default Description
- Email Settings
|
Configure Settings
|
Site Diary |
Configure Settings
- All settings carry over except the items noted in the 'Does Not Carry Over' column.
|
Configure Setttings
- Working Hours Categories
- Default Distribution
Site Diary
|
Directory |
Directory
- Companies
- Users, including:
- User data
Note: A user's project role is the only information from their Directory profile that does not carry over.
- Permissions
- If their assigned Permissions Template in the template is global, it will be assigned in the new project
- If their assigned Permissions Template in the template is project-specific, the template will not be applied. Instead, the correlating tool-level permissions from the project-specific template will be applied through their Directory listing.
Note: Granular permissions are not available in Directory-managed permissions. They can only be assigned in permission templates. As a best practice, always use permission templates to manage user permissions.
|
Directory
- Users' project role assignment
|
Documents |
Documents
- Folder structure
- Files at the root of the Documents tool that are NOT within a folder
|
Documents
|
Drawings |
Configure Settings
- Drawing Register Settings
- Drawing Register Subscribers
- Number of Drawings per Page
- Allow standard level users to delete published markup
- Enable Drawings by Area
- Edit Drawings Disciplines
- Discipline Abbreviation Setup
- Abbreviations
- Discipline names
|
Drawings
- Individual drawings uploaded to the tool
Configure Settings
- Drawings Register Settings
- Connected Project
- Upstream Project
- Administrative Email Recipients
- Edit Drawing Sets
|
Emails |
Configure Settings
- Email Settings
- Communication Settings
- Communications "private" by default
|
Configure Settings
- Email Settings
- Inbound email address
- Default Distribution
- Copy tags from another project
|
Estimating |
Estimates
- All estimates and their data, except for the Quantity column
Configure Settings
|
Estimates
- Values in the Quantity column
Proposal
|
Incidents |
Configure Settings
|
Configure Settings
|
Inspections |
Configure Settings
- Private by default
- Configure Notifications
- Inspections template and related data
|
Configure Settings
- Default Distribution
- Templates in the Recycle Bin
|
Instructions |
Configure Settings
- Project Instruction Settings
- Instructions Private by Default
- Number Instructions by Type
|
Configure Settings
- Project Instruction Settings
- Instruction Types
|
Invoicing (without Procore Pay) |
Configure Settings
|
Progress Claiming
- Individual progress claims
|
Invoicing (with Procore Pay) |
Configure Settings
-
First-Tier Waivers
-
Sub-Tier Waivers
-
Templates
-
Progress Conditional (if enabled)
-
Progress Unconditional (if enabled)
-
Final Conditional (if enabled)
-
Final Unconditional (if enabled)
|
Configure Settings
- First-Tier Waivers
- Enable conditional waivers
- Enable unconditional waivers
- Property Owner
|
Meetings |
Configure Settings
|
|
Observations |
Configure Settings
- General
- Set new Observations to private by default
- Working Days to Complete Observation
|
Configure Settings
- General
- Default Distribution
- Templates
- Project level Templates
- Types
- Project level Types
|
Photos |
Configure Settings
Photos
|
Photos
|
Head Contracts |
Configure Settings
- Contract Configuration
- Contract Progress Claim Settings
- Funding Sources
Head Contracts
- General Information
- Executed
- Title
- Default Retention
- Description
- Schedule of Values
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.
|
Configure Settings
- Default Distributions
- Head Contract
- Head Contract Variation
- Head Contract Potential Variation
|
Project Home |
Configure Settings
- Show current weather conditions
- Show today's program
- Show project milestones
Project Home
|
Configure Settings
- Project Home Settings
- Persistent project message
- Public notes (visible to non-admins)
- Project Dates
-
Project Home
|
Defect List |
Configure Settings
- Defect List Settings
- Default Defect Item Manager
- Default Final Approver
- Defect List Items Private By Default
- Defect Item Response Will Be Due*
- Enable overdue emails for assignees
- Configure emails by role
- Defect Item Types
- Defect List Templates
- Template name
- Active/Inactive selection
|
Configure Settings
- Defect List Settings
- Default Distribution List
- Standard permission users who can act as a Defect Item Manager
- Defect List Templates
- Punch Item manager
- Default assignee
- Default final approver
- Custom categories
|
RFIs |
Configure Settings
- RFI Manager
- Private RFIs
- Enable Private RFIs
- RFIs Private by Default
- RFI Responses
- Days to answer RFI questions
- Only show official responses to Standard and Read-Only users
- RFI Number Prefixes
- Enable prefix RFI numbers by number stage
- Stage selection
- Prefix
- RFI Emails
- Enable Email Reminders for Overdue RFIs
- Email configuration matrix selections
|
Configure Settings
- RFI Responses
- Mark Assignees' reponses as required by default
- Custom Fields
- Custom Fields 1 & 2
- RFI Emails
|
Program |
Configure Settings
|
Configure Settings
- File Management
- Project ID (Primavera P6 Files Only)
- Email Distribution
|
Specifications |
Configure Settings
|
Specifications
- Individual specification files uploaded to the tool
|
Submittals |
Configure Settings
- General
- General Settings
- Submittal Emails
- Email Notifications configurations
- Responses
- Workflow Responses
- Workflow Templates
|
Configure Settings
- General
- Submittal Emails
- Default Distribution
|
Tasks |
Configure Settings
- Set new Tasks to private by default
- Days to Complete Task Items
Tasks
|
Configure Settings
|
Timesheets |
Configure Settings
- Time Entry Settings
- Lunch Tracking
|
Configure Settings
- Employee Location Tracking
|
Daywork Sheets |
Configure Settings
- Daywork Settings
- Project settings
- Daywork Emails
- All settings
Note: One or more checkboxes must be marked in the email settings matrix for the Default Distribution Group in order for Distribution Group members to carry over from the template.
- Global Settings (Inherited from Company level)
- Change Events Export Options
- Summarise Labour line items
- Group Labour totals
- Summarise Equipment line items
- Group Equipment totals
|
|
Transmittals |
Configure Settings
- Transmittals Private by Default
|
Configure Settings
|
Workflows (Company level) |
Assigned projects
- All templates assigned to the project template will also be assigned to new projects created from that template.
|
|
Workflows (Project level) |
Tool Configuration Settings
- Workflow Settings
- Template configurations for workflows for all tools will carry over, including assignees to steps, workflow manager, and distribution group.
|
|