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Apply a Project Template to a New Project

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Objective

To use a project template to create a new project.

Background

Project templates make 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 in your Procore account uses a default set of configurations.

Things to Consider

  • Required User Permissions
  • Prerequisites
  • 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.
    • Updates to project templates only affect new projects. They do NOT affect existing projects.

  • For companies using the icon-erp-synced2.png 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. 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.