Apply a Project Template to a New Project
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.
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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.
Steps
- Navigate to the Company level Portfolio tool.
- Click Create Project.
- 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. - Continue to set up your project using the steps in Create a New Project.