Was wird aus einer Projektvorlage in ein neues Projekt kopiert?

• All action plans and their data except Plan Manager, Action Plan Approvers, and Completed Action Plan Receivers

• Line item assignees only if set up as entities

• Action Plans project templates

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

• Planmanager

• Action Plan Approvers

• Completed Action Plan Receivers

 

• Programs List

Fieldsets

• Fieldsets assigned to the template project

Compliance Template (with Procore Pay)

• Dem Vorlagenprojekt zugewiesene Compliance-Vorlage

Tool-Einstellungen

• Budget

  • Budget and forecasting views assigned to the project template.

• Webhooks

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

• Allgemein

  • Projekt-Information

    • Liefermethode

    • Projektphase

    • Projekttyp

    • Logo

    • Foto

  • Projektstandort

    • Land

    • Zeitzone

    • Die Anschrift

    • Stadt

    • Bundesland

    • Postleitzahl

    • Telefon

    • 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.

  • Fortschrittlich

    • Abteilungen

    • Programm

    • Flagge

    • Region

    • Angebotstyp

    • Bauherrtyp

    • Übergeordnetes Projekt

    • 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

    • Mehrere PCIs erstellen

    • Änderungsaufträge für Auftraggeber erstellen

• Aktive Tools

  • Tools marked as active

    • Note: The Equipment tool setting is NOT carried over and is inactive by default.

• Projektstrukturplan

  • 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.

  • Budgetschlüssel-Attribute

  • Kostenschlüssel

  • Teilprojekte

    • 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?

• Arbeitstage

  • Selected Working Days

• Standorte

  • Only Allow Locations to be Created in the Location Manager

• Webhooks

  • Project level Webhooks, including:

    • Autorisierungs-Header

    • Notification Endpoint
      Note: Only Webhooks configured in the default Procore namespace are copied to new projects.

• Equipment (Legacy)

  • Equipment Name list

• Allgemein

  • Projekt-Information

    • Projektname

    • Projektnummer

    • Gesamtwert

    • Startdatum

    • Fertigstellungstermin

    • Tatsächliches Startdatum

    • Voraussichtliches Enddatum

    • Projektsektor

    • Arbeitsumfang

    • Square feet

    • Beschreibung

  • Projektstandort

    • Bezirk

    • Breitengrad

    • Längengrad

  • Fortschrittlich

    • Sprache - Land

    • Büro

• Aktive Tools

  • Das Geräte-Tool ist standardmäßig für alle Projekte deaktiviert.

• Projektstrukturplan

  • Kostenschlüssel

  • Teilprojekte

• Standorte

  • Tiered location lists

• Klassifizierungen

  • Auswahl in der Tabelle "Klassifizierungen"

 

• Bidding Configuration

  • All settings

• Budget Settings

  • Forecasting

    • Autocalculate Forecast to Complete by default

    • Erweiterte Prognose aktivieren

  • Budgetänderungen

    • 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

• 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

  • Anhänge

    • Copy attachments from RFQ responses to Prime PCOs

    • Copy attachments from RFQ responses to Commitment COs

  • Budgetrichtwert

    • Budget ROM for In Scope

    • Budget ROM for Out of Scope

    • Budget ROM for TBD Scope

  • Budgetänderungen

    • 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

• 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.

• Contract Configurations

  • All Contract Configuration Settings

  • All Default Contract Settings

  • All Default Distribution settings and selections

Individual Subcontracts and Purchase Orders

• General information

  • Titel

  • Ausgeführt

  • Standard-Einbehalt

  • Beschreibung

• Leistungsverzeichnis

  • Line items, including:* Amount* Description

• General information

  • Contract number (#)

  • Unternehmen

  • Anhänge

  • Rechnungskontakte

  • Access for Non-Admin Users

  • Status
    Note: All Commitments carry over to the new project with the status marked as 'Draft.'

• Leistungsverzeichnis

  • Cost code assignment

• Connection Manager Emails

  • Notification selection (All Users or Specific Users)

• Downstream Connections

  • Automatically Configure Connections

For each Correspondence Type:

• Enable Email Reminders for Overdue Items

• Responses will be due number

• Default Description

• Email-Einstellungen

• Standardverteilung

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

• Personalkategorien

• Standardverteilung

Bautagebuch

• Daily Log entries

• Unternehmen

• Users, including:

  • User data

  • Projektrollen

  • Kontakte

  • Berechtigungen

    • 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.

 

 

• Folder structure

• Alle Dateien im Dokumente-Tool (Stammdateien und Dateien in Ordnern)

• Privacy settings for files and folders

• Ordner- oder Dateiberechtigungen

• Name des Zeichenbereichs

• Beschreibung des Zeichenbereichs

Einstellungen konfigurieren

• Planprotokolleinstellungen

  • Drawing Log Subscribers

  • Number of Drawings per Page

  • Allow standard level users to delete published markup

  • Enable Drawings by Area

  • Edit Drawing Sets

  • Edit Drawings Disciplines

• Connected Project

  • Administrative Email Recipients

• Discipline Abbreviation Setup

  • Abbreviations

  • Discipline names

• Individual drawings uploaded to the tool

Einstellungen konfigurieren

• Drawings Log Settings

  • Connected Project* Upstream Project

  • Edit Drawing Sets

• Email-Einstellungen

  • Communication Settings

  • Communications "private" by default

• Email-Einstellungen

  • Eingehende E-Mail-Adresse

  • Standardverteilung

  • Copy tags from another project

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

Einstellungen konfigurieren

• Einheiten

• Values in the Quantity column

• When you create a project via the Bid Board tool, the Bid Board data takes precedence and replaces any pre-configured Estimating fields within your standard project template.

Vorschlag

• Proposals

• Private by Default

• Standardverteilung

• Private by default

• Benachrichtigungen konfigurieren

• Inspections template and related data

• Standardverteilung

• Templates in the Recycle Bin

• Project Instruction Settings

  • Instructions Private by Default

  • Number Instructions by Type

• Project Instruction Settings

  • Standardverteilung

• Instruction Types

  • Typ

  • Präfix

• All settings

• Individual invoices

• First-Tier Waivers

  • When should first-tier waivers be requested?

• Unterstufige Verzichtserklärungen

  • Enable sub-tier waivers

    • How should sub-tier waivers be collected on this project?

    • Require unconditional waivers from all sub-tiers before paying the next invoice

    • Require either a conditional or unconditional waiver from each sub-tier before paying the current invoice, and ensure a complete set of unconditional waivers before paying the next invoice

    • Require unconditional waivers from all sub-tiers before paying the current invoice

    • Display custom instructions

    • Custom instruction text

  • Require collection of extended sub-tier information for use on sworn statements or contractor affidavits

• Vorlagen

  • Progress Conditional (if enabled)

  • Progress Unconditional (if enabled)

  • Final Conditional (if enabled)

  • Final Unconditional (if enabled)

• First-Tier Waivers

  • Bedingte Verzichtserklärungen aktivieren

  • Enable unconditional waivers

• Unterstufige Verzichtserklärungen

• Property Owner

  • Eigentümer der Immobilie

• All settings

• Meetings

  • Only parent meetings

• Follow-up-Treffen

• Allgemein

  • Neue Bemerkungen standardmäßig auf privat setzen

  • Working Days to Complete Observation

 

• Allgemein

  • Standardverteilung

• Vorlagen

  • Project levelTemplates

    • However, company level setting of active or inactive do carry over to the project.

• Typen

  • Project level Types

    • However, company level setting of active or inactive do carry over to the project.

• All settings

Fotos

• Albums

• Album order

• Individual photos

• Vertragskonfiguration

  • All settings

• Contract Invoice Settings

  • All settings

• Funding Sources

  • Name

  • Beschreibung

• Standardverteilungen

  • Primärvertrag

  • Änderungsauftrag für Primärvertrag

  • Potenzieller Nachtrag zum Primärvertrag (Prime Contract Potential Change Order)

Hauptverträge

• Allgemeine Informationen

  • Ausgeführt

  • Titel

  • Standard-Einbehalt

  • Beschreibung

  • Leistungsverzeichnis

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.

• Show current weather conditions

• Show today's schedule

• Show project milestones

Projekt-Startseite

• Project links

• Project Home Settings

  • Persistent project message

  • Public notes (visible to non-admins)

• Projektdaten

  • Project dates

• Projekt-Startseite

  • Project team

• Mängellisteneinstellungen

  • Default Punch Item Manager

  • Default Final Approver

  • Einträge in der Mängelliste standardmäßig privat

  • Punch Item Response Will Be Due*

  • Enable overdue emails for assignees

  • Configure emails by role

  • Punch Item Types

• Mangellistenvorlagen

  • Name der Vorlage

  • Active/Inactive selection

• Mängellisteneinstellungen

  • Standard-Verteilerliste

  • Standard permission users who can act as a Punch Item Manager

• Mangellistenvorlagen

  • Manager des Mangels

  • Default assignee

  • Default final approver

  • Custom categories

• Rückfragen-Manager

  • RFI Manager Selection

• Private Rückfragen

  • Enable Private RFIs

  • RFIs Private by Default

• Rückfragen-Antworten

  • Tage für die Beantwortung von Rückfragen-Fragen

  • Only show official responses to Standard and Read-Only users

• RFI Number Prefixes

  • Präfix-Rückfragen-Nummern nach Nummernstufe aktivieren

  • Stage selection

  • Präfix

• RFI Emails

  • Enable Email Reminders for Overdue RFIs

  • Email configuration matrix selections

• Rückfrage-Revisionen Beta

  • Rückfragen-Revisionen aktivieren

• Rückfragen-Antworten

  • Markieren Sie die Antworten der Beauftragten als standardmäßig erforderlich

• Benutzerdefinierte Felder

  • Benutzerdefinierte Felder 1 & 2

• RFI Emails

  • Standardverteilung

• Allgemein

  • All settings

• File Management

  • Dateinamen-Filter

• File Management

  • Projekt-ID (nur Primavera P6-Dateien)

• E-Mail-Verteilung

  • All settings

• Name des Leistungsbeschreibungsbereichs

• Beschreibung des Leistungsbeschreibungsbereichs

Einstellungen konfigurieren

•  Specifications Settings

  • Revision No. Ordering Scheme

  • Baubeschreibungen Abonnenten

  • Baubeschreibungen nach Bereich aktivieren

  • Leistungsbeschreibungsabteilungen bearbeiten

  • Baubeschreibungssätze bearbeiten

• Individual specification files uploaded to the tool

• Allgemein

  • General Settings* All settings

  • Submittal Emails* Email Notifications configurations

• Antworten

  • Workflow-Antworten

• Workflow Templates

  • Workflow templates

• Allgemein

  • Submittal Emails* Default Distribution

• Set new Tasks to private by default

• Days to Complete Task Items

Aufgaben

• Task items

• Standardverteilung

• Time Entry Settings

  • All settings

• Lunch Tracking

  • All settings

• Einstellungen für Überstunden

  • All settings

• Employee Location Tracking

  • Projektadresse (wird aus dem Projektverwaltungstool übernommen)

  • 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.

• T&M Settings

  • Projekteinstellungen

    • 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​​

    • Alle Auswahlen

• Change Events Export Options

  • Zusammenfassen von Einzelpositionen der Arbeit

    • Gruppenarbeit gesamt

  • Summarize Equipment line items* ​​​​​

    • Gesamtanzahl der Gruppenausrüstung

• Übermittlungen standardmäßig privat

• Verteilergruppe

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

• Workflow Settings

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