Manage Project Templates

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. Company admin can visit the Project Templates page to manage the list of project templates, such as marking them as active or inactive or viewing which template certain projects use.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • You may create an unlimited number of project templates.

1. Navigate to the Company level Admin tool.

2. Select Project Templates from the 'Project Settings' menu in the right panel.

3. Click on the template you want to manage. / view information for / mark as active... etc. .. not sure what features will be available.