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Procore (en-CA)

Add Company Level Inspection Templates to Your Project

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Objective

To add company level inspections templates to your project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Inspections tool.
  • Additional Information:
    • After a company template is copied to your project, it becomes a project template, which can be modified without affecting the company template from which it originated.

Steps

  1. Navigate to your project's Inspections tool.
  2. Click the Configure Settings  icons-settings-gear.png  icon.
    Note: For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.
  3. Click the Templates tab.
  4. Click Import Company Templates.
    Note: This button will be disabled if you have not first Created a Company Level Inspection Template.
  5. Mark the checkbox next to one or more company inspection templates to use on this project.
    Note: To narrow your options down, filter templates by Type or Trade by clicking the Add Filter drop-down. Only templates that you haven't added to your project will appear for you to select.
  6. Click Import Templates.
    Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.