Configure a Project Template

Background

Use project templates to set up new projects quickly. By copying preferences and file structures from previous projects, templates ensure every new project starts with your preferred default settings.

Things to Consider

  • Required User Permissions

  • What gets copied over to a new project from a project template?

  • To create a project template, contact Procore Support or your Procore point of contact to have a team member mark the project as a template for you.

  • You may create an unlimited number of project templates.

  • You can modify existing templates. However, modifications only apply to new projects.

  • For companies using the Icon Erp Synced2 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

  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 contact 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: Navigate to the Portfolio tool and locate the desired project in the Projects list.

  • Project ID: Open the project in Procore. In your browser's URL, the Project ID is the number after '/projects/'. If you are still unsure about your project ID, include the project's full URL in your request.

2. Confirm that Your Project Template is Active

Take the following actions after your Procore point of contact confirms that your template has been created.

  1. Navigate to the company's Portfolio tool.

  2. Click Create Project.

  3. Click the Template drop-down list. The template will appear in the list.

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?

The following table shows which settings and data transfer from a template to your new project.

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 Plans

  • All action plans and their data

  • Plan Manager

  • Action Plan Approvers

  • Completed Action Plan Receivers

Admin (Company Level)

Programs

  • Programs List

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

      • 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

      • Program

      • Flag

      • Region

      • Bid Type

      • Owner Type

      • Parent Project

      • Warranty Start and End dates

      • Enable Docusign* Prevent Overbilling on this Project

      • Non-Commitment Costs

      • Labor 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

    • 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.

  • Work Breakdown Structure

    • Cost Codes

    • Sub Jobs

  • Locations

    • Tiered location lists

  • Classifications

    • Classifications table selections

Bidding

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 invoices

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

Change Orders

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 change order 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 change order configuration for both the head contract and commitment sides. The configuration for change order 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

    • Invoice 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

Daily Log

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

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

Invoicing

  • 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

  • Sub-Tier 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 levelTemplates

      • 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

Prime Contracts

Configure Settings

  • Contract Configuration

    • All settings

  • Contract Progress Claim Settings

    • All settings

  • Funding Sources

    • Name

    • Description

  • Default Distributions

    • Head Contract

    • Head Contract Change Order

    • Head Contract Potential Change Order

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 schedule

  • 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

Punch 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

Schedule

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

Configure Settings

  • All settings

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.

T&M Tickets

Configure Settings

  • T&M Settings

    • ​​​​​​​Project settings

      • T&M 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)

      • T&M Ticket Sections​​

      • All selections

  • Change Events Export Options

    • ​​​​​​​Summarize Labor line items

      • ​​​​​​​Group Labor totals

    • Summarize 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

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