Configure a Project Template

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Objective

To configure an existing project as a project template so it can be applied when creating new projects in your company's Procore account.

Background

In Procore, you can select an existing project to use as a template for creating new projects. This allows you to save the existing project's common settings and then later apply those settings to a new project (i.e., at the time a new project is created). For information about the common settings and items that are saved with a project template, see Items that will carry over to your new project below.

Things to Consider

Required User Permissions:
- You must be your company's Procore Administrator.
  OR
- 'Admin' level permissions on the Company level Directory tool.
Additional Information:
- In order to create a project template, Contact Support or Procore point of contact. A Procore team member will enable the project templates feature for you.
- You may create an unlimited number of project templates.
- You can modify existing templates. However, modifications are NOT retroactive on existing projects and updates are only applied to new projects.
For companies using the ERP Integrations tool: If you will be importing a job from an integrated ERP system to add to Procore as a new project, you will need to select the project template to apply to your new Procore project. For details, visit Things to Know About Your ERP Integration.

Steps

Request to Enable Project Templates in Procore
Confirm that Your Project Template is Active

Request to Enable Project Templates In Procore

To submit a request to enable the project template feature in Procore, do the following:

Ensure you have the appropriate permissions.
Select the project (or projects) in your company's account that you want to make available as a template(s).
Include this information in your request:
Notes
- You can use an existing project in your company's account or you can create a new one. See Create a New Project.
- For information about the common settings and items that are saved with a project template, see What gets copied over to a new project when applying a project template?
1. Project Name. The name and number the project. To find the project name, navigate to the Portfolio tool and locate the desired project in the Projects list. Include the Name value. See Search the Company Portfolio for Projects.
  Note: In this example, we want to use the existing project named, 'Seaward Shopping Centre I" as a project template.
2. Project ID. The ID number of the project. To find the project ID, click the project link in the Portfolio tool. This opens the project in your web browser. Then look in the URL in the Address bar. The Project ID is the number that appears in the URL: http://app.procore.com/XXXXXX/project/home.
Send the information above and your request in an email message to:
1. support@procore.com
  OR
2. Your Procore point of contact

Confirm that Your Project Template is Active

After your Procore point of contact confirms that you selected project(s) have been activated as template, do the following:

Navigate to the company's Portfolio tool.
The Portfolio page appears.
Click Create Project.
This opens the Create Project page.
Under General Information, view the list of active templates in the Project Template list.
Optional: If you want to continue creating a new project, follow the steps in Add a New Project.

Items That Will Carry Over to Your New Project

This table identifies the settings that are copied to new projects created with a project template.

Tool	Item	Additional Information
Procore Tools	Configure Settings	Most of the advanced setting configurations for each tool except for Program and the Project Home will carry over to a new project. See the "Configure Advanced Settings" tutorials on the site for more information on each of a tool's specific advanced settings. Note: Project level Observation Templates will not carry over to a new project.
Action Plans	Configure Settings > Notifications	Notifications settings are copied to the new project.
Admin (Company Level)	Project Settings > Defaults > Programs	The list of Programs added to the template are copied to the new project. See Add a Custom Program.
Admin (Company Level)	Tool Settings > Supported Tools > Fieldsets	Fieldsets assigned to a project template are copied to the new project. See What are configurable fieldsets and which Procore tools support them?
Admin (Project Level)	Project Settings > Active Tools	Any selected active tools are copied to the new project.
Admin (Project Level)	Project Settings > Classifications	The settings for a project's classifications are copied to the new project. To learn more about classifications, see Which Procore tools support 'Classifications'?
Admin (Project Level)	Project Settings > Equipment	The items added to the Equipment Name list are copied to your new project.
Admin (Project Level)	Project Settings > General	These settings are copied to the new project: Project Stage (Drop-down list) Project Type (Drop-down list) Prevent Overbilling on this Project (Checkbox) Non-Commitment Costs (Checkbox) Enable Sub Jobs (Checkbox) Enable DocuSign (Checkbox) Labour Productivity for Budget (Checkbox) Change Events (Checkbox) Variations (Checkbox)
Admin (Project Level)	Project Settings > Locations	The setting for the Only Allow Locations to be Created in the Location Manager Above checkbox under Location Settings is copied to the new project. Note: When the checkbox is cleared, users are able to create locations from any location field in the Procore web application.
Admin (Project Level)	Project Settings > Webhooks	Project level Webhooks configurations including Notification Endpoint and Authorisation Header field values are copied to new projects. Note: Only Webhooks configured in the default Procore namespace are copied to new projects.
Admin (Project Level)	Project Settings > Work Breakdown Structure	Beta This functionality is currently in beta and not generally available to all customers. Contact your Procore point of contact to learn more. These items are copied to the new project: 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.
Admin (Project Level)	Project Settings > Working Days	Working Days are carried over to your new project. See Set Project Working Days.
Admin (Project Level)	Project Settings > ERP Integration Settings	Both the 'Allow project to be synced with ERP' and 'Enable ERP Job Cost Transaction Syncing' settings are carried over to your new project. See Create a Project and Enable ERP Job Cost Transaction Syncing on a Procore Project.
Tendering	Configure Settings	All settings on the Tender Package Default Settings page are carried over to new projects. See Configure Advanced Settings: Tendering.
Budget	Autocalculate Forecast to Complete by Default	The setting in this check box is carried over to your new project. See Configure Settings: Budget and Use the 'Forecast to Complete' Feature.
Budget	Enable Advanced Forecasting	The setting in this checkbox is carried over to your new project. See Configure Settings: Budget.
Budget	Require Net Zero Budget Change Amounts	The setting in this checkbox is carried over to your new project. See Configure Settings: Budget.
Variations	Configure Settings > Variation Configuration	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	Commitments List	Fields in the General tab on purchase orders and subcontracts carry over, excluding Number (#), Contract Company, Progress Claim Contacts, Default Distributions and Attachments. In addition, a commitment's status is updated to 'Draft' in the new project. Line items in the Schedule of Values tab also carry over to a new project, except for the cost code assignment. This is because project codes do not carry over to new projects. The budget code on the SOV retains the cost type assignment.
Commitments	Commitments List	Fields in the General tab on purchase orders and subcontracts carry over, excluding Number (#), Contract Company, Progress Claim Contacts, Default Distributions and Attachments. In addition, a commitment's status is updated to 'Draft' in the new project.
Commitments	Compliance Template	For customers with Procore Pay, the 'Compliance Template' setting under the 'Contract Configuration' is copied to the new project.
Correspondence	Configure Settings	The following configurations are copied to the new project for each correspondence type on the project template: Enable Email Reminders for Overdue Items checkbox, Responses will be due number, Default Description text, and Email Settings.
Site Diary	Configure Settings > Project Settings (Site Diary Settings)	The Site Diary Settings from the source project are copied to the new project. Note: Individual site diary entries, emails, change history, and any configuration settings created under the Working hours Categories area of the Site Diary Settings page are NOT copied to the new project.
Directory	Project Directory (Users & Companies)	If the project template contains users and companies in the Project Directory tool, they will be added to any new project created with the template. Users with global permissions templates assigned to them on the source project will be assigned the same permissions templates on the new project. Users with project specific permissions templates assigned to them on the source project will be assigned the same tool permissions (without a permissions template selected) on the new project.
Documents	Document Folder Structure	Under the project's Documents tool, the folders will carry over in the same structure. See Create a Standard Folder Structure. Note: Any files that are located within those folders will NOT carry over as they are most likely project-specific documents that may not be relevant to each new project.
Documents	Files in the Root Folder of the Documents Tool	Files that exist at the root level of the Documents tool (outside of other folders) will carry over. See Can I copy files in the Documents tool to another project? for more detail. Files can be added to the root folder by uploading or moving files to that area of the Documents tool.
Drawings	Configure Settings > Discipline Abbreviation Setup	Drawing Discipline Abbreviations set up in the Drawings tool's configure settings will carry over to new projects. See Configure Default Drawing Disciplines.
Emails	Configure Settings > Communication Settings	Communication Settings that determine who can send emails into Procore using a project's or tool item's inbound email address will carry over to new projects. See Configure Advanced Settings: Emails.
Emails	Configure Settings > Communications "Private" By Default	The setting for the Communications "private" by default checkbox is carried over to new projects.
Estimating	Estimates	All estimates and data, except the Quantity column, are carried over to new projects.
Inspections	Configure Settings > Create Inspection Template	Inspections template and related data are carried over to new projects. See Create a Project Level Inspection Template.
Inspections	Configuration Settings > Configurations	'Private by Default', forcing users to create an Observation on item failure, and Inspection Notifications are carried over to new projects. See Configure Advanced Settings: Project Level Inspections.
Incidents	Configure Settings	Private by Default
Progress Claiming	Configure Settings	Only the settings under the Default Billing Period, Emails, and Other sections are carried over to new projects.
Meetings	Configure Settings	All settings on the Meetings Settings page, including 'Meeting View' and 'Automatically Show Previous Minutes', are carried over to new projects. See Configure Advanced Settings: Meetings.
Observations	Configure Settings > Observation Settings	The settings for Observations Private by Default and Observations will be due in X working days by default are carried over to new projects.
Photos	Configure Settings	All settings on the Photo Settings page are carried over to new projects. See Configure Advanced Settings: Photos.
Head Contracts	Schedule of Values Tab	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.
Head Contracts	Contract Configuration	The settings under 'Contract Configuration' are copied to new projects. See Configure Settings: Head Contracts.
Defect List	Configure Settings > Defect List Settings > Defect Item Types	The list of 'Defect Item Types' created in the Configure Settings page of the project's Defect List tool. See Create Defect Item Types.
Defect List	Configure Settings > Defect List Settings > Defect Emails	The Defect email settings configured in the Configure Settings page of the project's Defect List tool. See Configure Emails.
Defect List	Configure Settings > Defect List Settings > Defect List Templates	The project-level defect templates be carried over to a new project. See Create a Project Level Defect Item Template.
RFIs	Configure Settings > RFI Settings	The following settings are carried over to the new project: RFI Manager, Allow Private RFIs, RFIs Private by Default, Answers to New RFI Questions Will Be Due, Enable Email Reminders for Overdue RFIs, Only Show Official Responses to Standard and Read Only Users, and Prefix RFI Numbers by Project Stage.
RFIs	Configure Settings > RFI Settings > RFI Emails	Any email settings configured in the Configure Settings page of the RFIs tool are carried over to the new project. See How do I control which emails are sent by Procore during the RFI process?
Program	Configure Settings > General	Any program settings in this section. See Configure Advanced Settings: Project Program.
Program	Configure Settings > File Management	The Filename Filter is carried over to the new project. See Configure Advanced Settings: Project Program.
Submittals	Configure Settings > Submittal Responses	Any custom submittal responses that have been created in the source project are carried over to the new project. See Manage Custom Submittal Responses.
Submittals	Configure Settings > Submittal Emails	Any email settings configured in the Configure Settings page of the Submittals tool are carried over to the new project. See When does the Submittals tool send email notifications to Procore users?
Submittals	Number Submittal by Spec Section	This setting is carried over to the new project.
Timesheets	Configure Settings > Timesheets Settings	Time Entry Settings and any Additional Fields that are enabled will carry over to new projects.
Daywork Sheets	Configure Settings > Daywork Settings	Daywork Emails settings for Creator, Company Signee, and Customer Signee will carry over to new projects.
Daywork Sheets	Configure Settings > Change Events Export Options	Summarise Labour Line Items and Summarise Equipment Line Items selections will carry over to new projects.
Workflows	Company level Workflows tool > Assigned Projects	All templates assigned to the project template will also be assigned to the new projects created from that template.
Workflows	Project level tool > Tool Configuration Settings > Workflow Settings	Template configurations for workflows for all tools will carry over, including assignees to steps, workflow manager and distribution group.

Items That Do Not Carry Over To Your New Project

The following table identifies the items that do NOT carry over to a new project when that new project is based on a project template.

Tool	Item	Additional Information
All Project Tools	Configure Settings > Default Distribution	The members of a 'Default Distribution' list.
Admin (Company Level)	Custom fields	Custom fields created for a Project level tool. See Create New Custom Fields.
Admin (Company Level)	Company Settings > Webhooks	Company level Webhooks. See Configure Company Webhooks. Only Project level Webhooks carry over.
Admin (Project Level)	Project Settings > General	Project Name, Active Project, Job Number, Project Description, Square Feet, Job Phone, Job Fax, Address, City, Country, State, County, Zip, Latitude/Longitude, Estimated Start Date, Estimated Completion Date, Warranty Start Date, Warranty End Date, Actual Start Date, Projected Finish Date, Actual Start Date, Projected Finish Date, Parent Job, Estimated Project Value, Office, Project Flag, Departments, Program, Tender Type, Owner Type, Region, Copy Directory From, Project Registero, Language - Country
Admin (Project Level)	Project Settings > Locations	Tiered locations. See Add Tiered Locations to a Project.
Change Events	Change Events Settings > Attachments	These settings do not carry over (see Set Attachment Settings): The 'Copy attachments from RFQ response to Head PVs' setting. The 'Copy attachments from RFQ responses to Commitment COs' setting.
Commitments	Purchase Orders & Subcontracts	These items do not carry over (see Create a Commitment): The 'Number (#)' assignment. The 'Contract Company' setting. The 'Invoice Contacts' assignments. The 'Attachments' files. The Default Distributions
Correspondence	Configure Settings > Tab Settings > Default Distribution	The 'Default Distribution' list. See Configure Advanced Settings: Correspondence.
Site Diary	Working Hours Categories	Individual site diary entries, emails, change history and any configuration settings created under the Working hours Categories area of the Site Diary Settings page. See Create Working hours Entries.
Permissions (Company Level)	Project Permissions Templates	All project specific permissions templates. See Create a Project Permissions Template. Note Users assigned to a specific project permissions template on the source project are assigned the same tool permissions on the new project. However, without the permissions template selected.
Emails	Configure Settings > Email Settings	These settings (see Configure Advanced Settings: Emails): The 'Default Distribution' list. The 'Copy Tags from Another Project' setting.
Drawings	Drawing Sheets	All automatic drawing sheet links. See Automatic Drawing Sheet Linking.
Home	Configure Settings > Project Home Settings	These settings (see Update the Project Home Settings): The 'Show Current Weather Conditions' setting. The 'Show Today's Program' setting. The 'Show Project Milestones' setting. The 'Persistent Project Message' setting.
Home	Home > Project Team	All project team members. See Add the Project Team to the Project Home Page.
Home	Home > Project Links	All project links. See Add, Modify, or Remove Project Links on the Project Home Page.
Progress Claiming	Invoicing Settings > Lien Waivers	All 'Lien Waivers' settings for Procore Pay. See Configure Settings: Invoicing.
Progress Claiming	Invoicing Settings > Subcontractor Workflow Settings	The Subcontractor Workflow Settings for Progress Claim Management. See Configure Settings: Invoicing.
Meetings	Project Meetings	All meetings. This includes the meeting categories, templates, and agenda structures. See Meetings.
Photos	Albums	All albums. See Create a Photo Album.
RFIs	Configure Settings > RFI Settings	These settings (see Configure Advanced Settings: RFIs): The 'Default Distribution' list. The 'Label for Custom Field 1' field. The 'Label for Custom Field 2' field. The 'Assignees' Responses are Required by Default' setting.
Reports (Project Level)	Reports	All canned and custom reports. See Reports.
Program	Program	Any integrated project program. See Program.
Specifications	Spec Sections	All project spec sections. See Manually Create Spec Sections.
Submittals	Configure Settings > Submittal Workflow Templates	All submittal workflow templates. See Manage Submittal Workflow Templates.
Tasks	Tasks	All tasks. See Add a Task.
Daywork Sheets	Configure Settings > Daywork Settings	These settings (see Configure Advanced Settings: Daywork Sheets): The 'Default Distribution' list. The 'Daywork Emails' setting for the 'Default Distribution' list.