Apply a Project Template to a New Project (Semi-Private)

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.

• Required User Permissions

• You must apply a template when creating a project. The template cannot be added or changed later.

• Updates to project templates only affect new projects, not existing 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.

• Configure a Project Template

1. Navigate to the Company level Portfolio tool.

2. Click Create Project.

3. Choose a project template from the Template drop-down list.
   Note: For this option to become available, your Procore Administrator must first contact your Procore point of contact to Request to Enable a Project as a Template in Procore.

4. Continue to set up your project using the steps in Create a New Project.