Configure Settings

• Notification settings
• Company level templates are automatically available on all projects where the Action Plans tool is enabled

• Action Plan templates created at the Project level

Programs

• Programs List

Fieldsets

• Fieldsets assigned to the template project

Company Settings

• Webhooks
  • Company level webhooks
    Note: Project level webhooks DO copy over

Project Settings

• General
  • Project Information
    • Delivery Method
    • Project Stage
    • Project Type
    • Logo
    • Photo

  • Project Location

    • Country
    • Timezone
    • Address
    • City
    • State
    • ZIP
    • Phone
    • Fax
  • ERP Integrations
    Note: These settings are only available to accounts with a Procore-built ERP integration.
    • Allow Project to be Synced with ERP 
    • Enable ERP Job Cost Transaction Syncing
      Note: 'Allow Project to be Synced with ERP' must also be enabled to allow 'Enable Job Cost Transaction Syncing' to carry over.
  • Advanced
    • Departments
    • Program
    • Flag
    • Region
    • Bid Type
    • Owner Type
    • Parent Project
    • Warranty Start and End dates
    • Enable Docusign
    • Prevent Overbilling on this Project
    • Non-Commitment Costs
    • Labor Productivity for Budget, Change Events, and Change Orders
    • Quickbooks Customer
    • Create Multiple PCIs
    • Create Owner Change Orders
• Active Tools
  • Tools marked as active
    • Note: The Equipment tool setting is NOT carried over and is inactive by default.
• Work Breakdown Structure
  • Procore's default 'Cost Type' segment item(s) and all custom cost type segment item(s).
  • Any custom segment items added to the project template.
  • The ON/OFF setting that includes and excludes 'Segments' in the budget code structure. 
  • The project template's budget code structure and its segment arrangement in the template.
  • Budget code attributes
  • Cost codes
  • Cost types
  • Sub jobs
    • Note: To automatically copy the entire Work Breakdown Structure (WBS) from a project template to new projects, an administrator must enable the following setting: 'Copy over WBS Sub Job and Cost Code Details When Project Templates Are Used'. When this setting is active, all WBS details—including sub jobs and cost codes—can be copied to any new project created from that template. See How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project?
• Working Days
  • Selected Working Days
• Locations
  • Only Allow Locations to be Created in the Location Manager
• Webhooks
  • Project level Webhooks, including:
    • Authorization Header
    • Notification Endpoint
      Note: Only Webhooks configured in the default Procore namespace are copied to new projects.
• Equipment (Legacy) 
  • Equipment Name list

Project Settings

• General
  • Project Information
    • Project Name
    • Project Number
    • Total Value
    • Start Date
    • Completion Date
    • Actual Start Date
    • Projected Finish Date
    • Project Sector
    • Work Scope
    • Square feet
    • Description
  • Project Location
    • County
    • Latitude
    • Longitude
  • Advanced
    • Language - Country
    • Office
• Active Tools
  • The Equipment tool is OFF by default for all projects.
• Locations
  • Tiered location lists
• Classifications
  • Classifications table selections

Configure Settings

• Bidding Configuration
  • All settings

Configure Settings

• Budget Settings
  • Forecasting
    • Autocalculate Forecast to Complete by default
    • Enable Advanced Forecasting
  • Budget Changes
    • Require a Budget Change Adjustment to Change Event association
    • Require net zero Budget Change amounts
    • Allow budget changes to be billed on owner invoices

Budget

• Values within the budget itself
• Budget views assigned to the template project

Configure Settings

• Change Event Settings
  • Syncing Objects
    • Maintain Budget Codes across all Line Items in sync
  • Column Display
    • Display Revenue ROM, Latest Price, Latest Cost, and Over/Under columns
    • Display UOM, Revenue Qty, Revenue Unit Cost, ROM Unit Qty, and ROM Unit Cost Columns
  • Attachments
    • Copy attachments from RFQ responses to Prime PCOs
    • Copy attachments from RFQ responses to Commitment COs
  • Budget ROM
    • Budget ROM for In Scope
    • Budget ROM for Out of Scope
    • Budget ROM for TBD Scope
  • Budget Changes
    • Prevent Budget Changes and Prime Potential Change Orders on the same Change Event Line Item
  • Default "Prime Contract (For Markup Estimates)" for new change events

Configure Settings

• Change Order Settings
  • Show Line Items on Prime Contract Change Order PDFs
  • Show Line Items on Commitment Change Order PDFs
  • Change Reason Behavior

The change order configuration you establish in a project template will be carried over to new projects based on the template. You can pick either a single tier, two tier, or three tier change order configuration for both the prime contract and commitment sides. The configuration for change order tiers can be different between the prime contract and commitment sides.

Configure Settings

• Contract Configurations
  • All Contract Configuration Settings
  • All Default Contract Settings
  • All Default Distribution settings and selections

Individual Subcontracts and Purchase Orders

• General information
  • Title
  • Executed
  • Default Retainage
  • Description
• Schedule of Values
  • Line items, including:
    • Amount
    • Description

Individual Subcontracts and Purchase Orders

• General information
  • Contract number (#)
  • Company
  • Attachments
  • Invoice Contacts
  • Access for Non-Admin Users
  • Status
    Note: All Commitments carry over to the new project with the status marked as 'Draft.'
• Schedule of Values
  • Cost code assignment

Configure Settings

• Connection Manager Emails
  • Notification selection (All Users or Specific Users)
• Downstream Connections
  • Automatically Configure Connections

Configure Settings

For each Correspondence Type:

• Enable Email Reminders for Overdue Items
• Responses will be due number 
• Default Description
• Email Settings

Configure Settings

• Default Distribution 

Configure Settings

• All settings carry over except the items noted in the 'Does Not Carry Over' column. 

Configure Settings

• Manpower Categories
• Default Distribution

Daily Log

• Daily Log entries

Directory

• Companies
• Users, including:
  • User data 
    Note: A user's project role is the only information from their Directory profile that does not carry over.
  • Permissions
    • If their assigned Permissions Template in the template is global, it will be assigned in the new project
    • If their assigned Permissions Template in the template is project-specific, the template will not be applied. Instead, the correlating tool-level permissions from the project-specific template will be applied through their Directory listing. 
      Note: Granular permissions are not available in Directory-managed permissions. They can only be assigned in permission templates. As a best practice, always use permission templates to manage user permissions.

Directory

• Users' project role assignment

Documents

• Folder structure
• All files in the Documents tool (root files and files in folders)

Permissions

• Folder or file permissions

Configure Settings

• Drawing Log Settings
  • Drawing Log Subscribers
  • Number of Drawings per Page
  • Allow standard level users to delete published markup
  • Enable Drawings by Area
  • Edit Drawings Disciplines
  • Connected Project
    • Administrative Email Recipients
• Discipline Abbreviation Setup
  • Abbreviations
  • Discipline names

Drawings

• Individual drawings uploaded to the tool

Configure Settings

• Drawings Log Settings
  • Connected Project
    • Upstream Project
  • Edit Drawing Sets

Configure Settings

• Email Settings
  • Communication Settings
  • Communications "private" by default

Configure Settings

• Email Settings
  • Inbound email address
  • Default Distribution
  • Copy tags from another project

Estimates

• All estimates and their data, except for the Quantity column

Configure Settings

• Units

Estimates

• Values in the Quantity column

Proposal

• Proposals

Configure Settings

• Private by Default

Configure Settings

• Default Distribution

Configure Settings

• Private by default
• Configure Notifications
• Inspections template and related data 

Configure Settings

• Default Distribution
• Templates in the Recycle Bin

Configure Settings

• Project Instruction Settings
  • Instructions Private by Default
  • Number Instructions by Type

Configure Settings

• Project Instruction Settings
  • Default Distribution
• Instruction Types
  • Type
  • Prefix

Configure Settings

• All settings

Invoicing

• Individual invoices

Configure Settings

• All settings
• Meetings
  • Only parent meetings 

Meetings

• Follow-up meetings

Configure Settings

• General
  • Set new Observations to private by default
  • Working Days to Complete Observation

Configure Settings

• General
  • Default Distribution
• Templates
  • Project level Templates
    • However, company level setting of active or inactive do carry over to the project. 
• Types
  • Project level Types
    • However, company level setting of active or inactive do carry over to the project. 

Configure Settings

• All settings

Photos

• Albums
• Album order

Photos

• Individual photos

Configure Settings

• Contract Configuration
  • All settings
• Contract Invoice Settings
  • All settings
• Funding Sources
  • Name 
  • Description
• Default Distributions
  • Prime Contract
  • Prime Contract Change Order
  • Prime Contract Potential Change Order

Prime Contracts

• General Information
  • Executed
  • Title
  • Default Retainage
  • Description
  • Schedule of Values

The data in the Schedule of Values (SOV) tab on the projects template is carried over to new projects. In addition, the Advanced Settings are carried over.

Configure Settings

• Show current weather conditions   
• Show today's schedule    
• Show project milestones

Project Home

• Project links

Configure Settings

• Project Home Settings
  • Persistent project message
  • Public notes (visible to non-admins)
• Project Dates
  • Project dates

• Project Home

  • Project team

Configure Settings

• Punch List Settings
  • Default Punch Item Manager
  • Default Final Approver
  • Punch List Items Private By Default
  • Punch Item Response Will Be Due*
  • Enable overdue emails for assignees
  • Configure emails by role
  • Punch Item Types
• Punch List Templates
  • Template name
  • Active/Inactive selection

Configure Settings

• Punch List Settings
  • Default Distribution List
  • Standard permission users who can act as a Punch Item Manager
• Punch List Templates
  • Punch Item manager
  • Default assignee
  • Default final approver
  • Custom categories

Configure Settings

• RFI Manager
  • RFI Manager Selection
• Private RFIs
  • Enable Private RFIs
  • RFIs Private by Default
• RFI Responses
  • Days to answer RFI questions
  • Only show official responses to Standard and Read-Only users
• RFI Number Prefixes
  • Enable prefix RFI numbers by number stage
  • Stage selection
  • Prefix
• RFI Emails
  • Enable Email Reminders for Overdue RFIs
  • Email configuration matrix selections
• RFI Revisions Beta
  • Enable RFI Revisions

Configure Settings

• RFI Responses
  • Mark Assignees' responses as required by default
• Custom Fields
  • Custom Fields 1 & 2
• RFI Emails
  • Default Distribution

Configure Settings

• General
  • All settings
• File Management
  • Filename filter

Configure Settings

• File Management
  • Project ID (Primavera P6 Files Only)
• Email Distribution
  • All settings

Configure Settings

• All settings

Specifications

• Individual specification files uploaded to the tool

Configure Settings

• General
  • General Settings
    • All settings
  • Submittal Emails
    • Email Notifications configurations
• Responses
  • Workflow Responses
• Workflow Templates
  • Workflow templates

Configure Settings

• General
  • Submittal Emails
    • Default Distribution

Configure Settings

• Set new Tasks to private by default
• Days to Complete Task Items

Tasks

• Task items

Configure Settings

• Default Distribution

Configure Settings

• Time Entry Settings
  • All settings
• Lunch Tracking
  • All settings
• Overtime Settings
  • All settings
• Employee Location Tracking
  • Project Address (Populated from Project Admin Tool)
  • Enable Employee Location Tracking
    Note: Project address information, including street, city, and state, MUST be entered in the template's Admin tool for this setting to carry over. 

Configure Settings

• T&M Settings
  • Project settings
    • T&M Emails
      • All settings
        Note: One or more checkboxes must be marked in the email settings matrix for the Default Distribution Group in order for Distribution Group members to carry over from the template.
  • Global Settings (Inherited from Company level)
    • T&M Ticket Sections
      • All selections
• Change Events Export Options
  • Summarize Labor line items
    • Group Labor totals
  • Summarize Equipment line items
    • Group Equipment totals

Configure Settings

• Transmittals Private by Default

Configure Settings

• Distribution Group

Assigned projects

• All templates assigned to the project template will also be assigned to new projects created from that template.

Tool Configuration Settings

• Workflow Settings
  • Template configurations for workflows for all tools will carry over, including assignees to steps, workflow manager, and distribution group.