Configure a Project Template

 Important

Author note: 

  • Log any changes to rows referencing Procore Pay (or additional Procore Pay updates made on this page) in this sheet: https://procoretech.atlassian.net/browse/ILR-324. If you make changes to non-Procore Pay content, you do not need to update the ILR sheet.

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 configure a project to use as a template for creating new projects. This allows you to save the template project's common settings and then later apply those settings when creating a new project.

For information about the common settings and items that are saved with a project template, see What carries over from a project template? below. 

Things to Consider

Steps

  1. Request to Enable a Project as a Template in Procore
  2. Confirm that Your Project Template is Active

1. Request to Enable a Project as a Template in Procore

Send a request to your Procore point of contact or Procore Support asking them to convert a project to a template. You can use an existing project in your company's account, or you can create a new one. Include the following details in your request:
 

  • Project Name and Number. To find the project name and number, navigate to the Portfolio tool and locate the desired project in the Projects list. See Search the Company Portfolio for Projects.
  • Project ID. To find the project ID, open the project in Procore. Then look in the URL in your browser's address bar. The Project ID is the number that appears in the URL when viewing your project. If you're still not sure of your project's ID number, you can send the complete link to the project in your request instead.

2. Confirm that Your Project Template is Active

After your Procore point of contact confirms that your desired project has been converted to a template, do the following:

  1. Navigate to the company's Portfolio tool. 
  2. Click Create Project.  
  3. Open the Template drop-down list. If the name of your new template appears in the list, the template is active and ready for use when creating new projects. It may take a few minutes after activation for a template to become available for use. 

    Note: Company Admin can take additional action—including setting a default template—in the project template area of the Company Admin tool.

What carries over from 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

  • 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

  • Programs List

Fieldsets

  • Fieldsets assigned to the template project

Compliance Templates (with Procore Pay)

  • Compliance Template 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
      • 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
      • Create Multiple PCIs
      • Create Owner Change Orders
  • Active Tools
    • Tools marked as active
      • Note: The Equipment tool setting is NOT carried over and is inactive by default.
  • 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.
    • Budget code attributes
    • Cost codes
    • Cost types
    • Sub jobs
  • Working Days
    • Selected 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 (Legacy) 
    • Equipment Name list

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
      • Language - Country
      • Office
  • Active Tools
    • The Equipment tool is OFF by default for all projects.
  • Locations
    • Tiered location lists
  • Classifications
    • Classifications table selections
Tendering

Configure Settings

  • Tendering Configuration
    • All 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
    • 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
    • All Default Distribution settings and selections

Individual Subcontracts and Purchase Orders

  • General information
    • Title
    • Executed
    • Default Retention
    • Description
  • Schedule of Values
    • Line items, including:
      • Amount
      • Description

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
    • Cost code assignment
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

  • Default Distribution 
Site Diary

Configure Settings

  • All settings carry over except the items noted in the 'Does Not Carry Over' column. 

Configure Settings

  • Working Hours Categories
  • Default Distribution

Site Diary

  • Site Diary entries
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
  • All files in the Documents tool (root files and files in folders)

Permissions

  • Folder or file permissions
Drawings

Drawing Areas

  • Drawing Area Name
  • Drawing Area Description

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 Drawing Sets

    • Edit Drawings Disciplines

  • Connected Project

    • Administrative Email Recipients

  • Discipline Abbreviation Setup

    • ​​​​​​​​​​​​​​Abbreviations
    • Discipline names

Drawings

  • Individual drawings uploaded to the tool

Configure Settings

  • Drawings Register Settings
    • Connected Project
      • Upstream Project
    • 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

  • Units

Estimates

  • Values in the Quantity column
  • When you create a project via the Tender Board tool, the Tender Board data takes precedence and replaces any pre-configured Estimating fields within your standard project template.

Proposal

  • Proposals
Incidents

Configure Settings

  • Private by Default

Configure Settings

  • Default Distribution
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
    • Default Distribution
  • Instruction Types
    • Type
    • Prefix
Invoicing (without Procore Pay)

Configure Settings

  • All settings

Progress Claiming

  • Individual progress claims
Invoicing (with Procore Pay)

Configure Settings

  • First-Tier Waivers

    • When should first-tier waivers be requested? 

  • Sub-Tier Waivers

    • Enable sub-tier waivers

      • How should sub-tier waivers be collected on this project?

        • Require unconditional waivers from all sub-tiers before paying the next progress claim

        • Require either a conditional or unconditional waiver from each sub-tier before paying the current progress claim, and ensure a complete set of unconditional waivers before paying the next progress claim

        • Require unconditional waivers from all sub-tiers before paying the current progress claim

      • Display custom instructions

        • Custom instruction text

    • Require collection of extended sub-tier information for use on sworn statements or contractor affidavits

  • 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
    • Property owner
Meetings

Configure Settings

  • All settings
  • Meetings
    • Only parent meetings 

Meetings

  • Follow-up meetings
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
      • However, company level setting of active or inactive do carry over to the project. 
  • Types
    • Project level Types
      • However, company level setting of active or inactive do carry over to the project. 
Photos

Configure Settings

  • All settings

Photos

  • Albums
  • Album order

Photos

  • Individual photos
Head Contracts

Configure Settings

  • Contract Configuration
    • All settings
  • Contract Progress Claim Settings
    • All settings
  • Funding Sources
    • Name 
    • Description
  • Default Distributions
    • Head Contract
    • Head Contract Variation
    • Head Contract Potential Variation

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.

 
Project Home

Configure Settings

  • Show current weather conditions   
  • Show today's program    
  • Show project milestones

Project Home

  • Project links

Configure Settings

  • Project Home Settings
    • Persistent project message
    • Public notes (visible to non-admins)
  • Project Dates
    • Project dates

  • Project Home

    • Project team
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
    • Defect Item manager
    • Default assignee
    • Default final approver
    • Custom categories
RFIs

Configure Settings

  • RFI Manager
    • RFI Manager Selection
  • 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
  • RFI Revisions Beta
    • Enable RFI Revisions

Configure Settings

  • RFI Responses
    • Mark Assignees' responses as required by default
  • Custom Fields
    • Custom Fields 1 & 2
  • RFI Emails
    • Default Distribution
Program

Configure Settings

  • General
    • All settings
  • File Management
    • Filename filter

Configure Settings

  • File Management
    • Project ID (Primavera P6 Files Only)
  • Email Distribution
    • All settings
Specifications

Specification Areas

  • Specification Area Name
  • Specification Area Description

Configure Settings

  • Specifications Settings

    • ​​​​​​​Revision No. Ordering Scheme

    • Specifications Subscribers

    • Enable Specifications by Area

    • Edit Specification Divisions

    • Edit Specification Sets

Specifications

  • Individual specification files uploaded to the tool
Submittals

Configure Settings

  • General
    • General Settings
      • All settings
    • Submittal Emails
      • Email Notifications configurations
  • Responses
    • Workflow Responses
  • Workflow Templates
    • 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

  • Task items

Configure Settings

  • Default Distribution
Timesheets

Configure Settings

  • Time Entry Settings
    • All settings
  • Lunch Tracking
    • All settings
  • Overtime Settings
    • All settings
  • Employee Location Tracking
    • Project Address (Populated from Project Admin Tool)
    • Enable Employee Location Tracking
      Note: Project address information, including street, city, and state, MUST be entered in the template's Admin tool for this setting to carry over. 

 
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)
      • Daywork Sheet Sections
        • All selections
  • 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

  • Distribution Group
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.
  

See Also