Apply a Project Template to a New Project

Objective

To apply a project template to a new project.

Background

Procore makes it easy to set up new projects within your company by applying preferences, file structures and more from a previous project to a new project upon its creation. Project templates are the best way to ensure that any new project is created in your Procore account using a default set of configurations.

Things to Consider

• Required User Permission:
  • A user account with Procore Administrator permission.
    OR
  • An active user account in the Company Directory that has been granted the privilege to create new projects by a Procore Administrator. See Allow Users to Create New Projects.
• Prerequisites:
  • Complete the steps in Configure a Project Template.
• Additional Information:
  • Templates can only be applied to new projects at the time the project is created.
  • After a project is created, you cannot apply a new template or switch to a different template.
  • If a project template is updated by your Procore Administrator, those updates only affect new projects. They do NOT affect existing projects.

• For companies using the  ERP Integrations tool: Show/Hide  

  If you will be importing a job for an integrated ERP system to add a new Procore project, you will need to select the project template to apply to your new Procore project. For details:

  • Configure Settings: ERP Integrations for Integration by Ryvit
  • Configure Settings: ERP Integrations for QuickBooks®
  • Configure Settings: ERP Integrations for Sage 100 Contractor®
  • Configure Settings: ERP Integrations for Sage 300 CRE®
  • Configur Settings: ERP Integrations for Viewpoint® Spectrum®

Steps

1. Navigate to the company's Portfolio tool.
   This reveals the Portfolio page.
2. Click Add New Project.
   
   
    
3. Choose the desired project template from the Select a Project Template drop-down list.
   Note: To enable this feature, your Procore Administrator must first contact your Procore point of contact to request activate the project(s) you want to use as a template. See Configure a Project Template.
   
   
4. Click Continue.
   The system reveals the Create New Project page. To learn about your options when creating a project, see Add a New Project. To learn about the items that carry over from the project template to your new project, see Configure a Project Template. 

See Also

• Add a New Project
• Configure a Project Template
• What gets copied over to a new project when applying a project template?