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Procore

Set a Tender Board Project as a Template

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Objective

To set a Tender Board or Portfolio Planning project as a template in Procore.

Things to Consider

Steps

Set a project as a template

  1. Navigate to the Tender Board or Portfolio Planning tool.
  2. Locate the project you want to set as a template. 
  3. Click the project name to open it.
    Note: You can set the project as a template from any of the sections on this page.
  4. Click the vertical ellipsis icon-ellipsis-vertical.pngicon  at the top of the page.
  5. Select Set As Template or Set As Default Template

    2023-02-16_13-55-10.png

    A green bar will show at the bottom of the screen to confirm the project was successfully set as  template. 

unSet a project as a template

  1. Navigate to the Tender Board tool in Procore.
  2. Locate the project you want to remove as a template. 
  3. Click the project name to open it.
  4. Click the vertical ellipsis icon-ellipsis-vertical.pngicon  at the top of the page.
  5. Select Unset As Default Template or Unset As Template
    A green bar will show at the bottom of the screen to confirm the project was successfully unset as a template.