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Procore Support (en-au)

Apply a Project Template to a New Project

Objective

To apply a project template to a new project.

Background

Procore makes it easy to set up new projects within your company by applying preferences, file structures and more from a previous project to a new project upon its creation. Project templates are the best way to ensure that any new project is created in your Procore account using a default set of configurations.

Things to Consider

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page.
  2. Click Add New Project.

    add-new-project.png
     
  3. Choose the desired project template from the Select a Project Template drop-down list.
    Note: To enable this feature, your Procore Administrator must first contact your Procore point of contact to request activate the project(s) you want to use as a template. See Configure a Project Template.

    project template.png
  4. Click Continue.
    The system reveals the Create New Project page. To learn about your options when creating a project, see Add a New Project. To learn about the items that carry over from the project template to your new project, see Configure a Project Template

See Also