Was wird aus einer Projektvorlage in ein neues Projekt kopiert?

Zuletzt aktualisiert
Als PDF speichern

Antwort

In Procore ist eine Projektvorlage ein vorkonfiguriertes Procore-Projekt, das die Erstellung neuer Projekte rationalisiert und die manuelle Konfiguration reduziert. Vorlagen kopieren automatisch verschiedene Einstellungen in neue Projekte. Es werden jedoch nicht alle Einstellungen übertragen; einige Einstellungen müssen bei neuen Projekten manuell konfiguriert werden. Wie Sie mit Projektvorlagen beginnen können, erfahren Sie unter Konfigurieren einer Projektvorlage.

This table identifies the settings and data that DO and DO NOT carry over to new projects created from a project template.

Tool	Carries Over	Does NOT Carry Over
Action Plans	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
Admin (Company Level)	Programs Programs List Fieldsets Fieldsets assigned to the template project	Company Settings Webhooks Company level webhooks Note: Project level webhooks DO copy over
Admin (Project Level)	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
Bidding	Configure Settings Bidding Configuration All settings
Budget	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
Change Events	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
Change Orders	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.
Commitments	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
Connection Manager	Configure Settings Connection Manager Emails Notification selection (All Users or Specific Users) Downstream Connections Automatically Configure Connections
Correspondence	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
Daily Log	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	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	Documents Folder structure All files in the Documents tool (root files and files in folders)	Permissions Folder or file permissions
Drawings	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
Emails	Configure Settings Email Settings Communication Settings Communications "private" by default	Configure Settings Email Settings Inbound email address Default Distribution Copy tags from another project
Estimating	Estimates All estimates and their data, except for the Quantity column Configure Settings Units	Estimates Values in the Quantity column Proposal Proposals
Incidents	Configure Settings Private by Default	Configure Settings Default Distribution
Inspections	Configure Settings Private by default Configure Notifications Inspections template and related data	Configure Settings Default Distribution Templates in the Recycle Bin
Instructions	Configure Settings Project Instruction Settings Instructions Private by Default Number Instructions by Type	Configure Settings Project Instruction Settings Default Distribution Instruction Types Type Prefix
Invoicing (without Procore Pay)	Configure Settings All settings	Invoicing Individual invoices
Invoicing (with Procore Pay)	Configure Settings First-Tier Waivers When should first-tier waivers be requested? Sub-Tier Waivers 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 Templates Progress Conditional (if enabled) Progress Unconditional (if enabled) Final Conditional (if enabled) Final Unconditional (if enabled)	Configure Settings First-Tier Waivers Enable conditional waivers Enable unconditional waivers Property Owner Property owner
Meetings	Configure Settings All settings Meetings Only parent meetings	Meetings Follow-up meetings
Observations	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.
Photos	Configure Settings All settings Photos Albums Album order	Photos Individual photos
Prime Contracts	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.
Project Home	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
Punch List	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
RFIs	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
Schedule	Configure Settings General All settings File Management Filename filter	Configure Settings File Management Project ID (Primavera P6 Files Only) Email Distribution All settings
Specifications	Configure Settings All settings	Specifications Individual specification files uploaded to the tool
Submittals	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
Tasks	Configure Settings Set new Tasks to private by default Days to Complete Task Items Tasks Task items	Configure Settings Default Distribution
Timesheets	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.
T&M Tickets	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
Transmittals	Configure Settings Transmittals Private by Default	Configure Settings Distribution Group
Workflows (Company level)	Assigned projects All templates assigned to the project template will also be assigned to new projects created from that template.
Workflows (Project level)	Tool Configuration Settings Workflow Settings Template configurations for workflows for all tools will carry over, including assignees to steps, workflow manager, and distribution group.

Tool

Carries Over

Does NOT Carry Over

Action Plans

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

Admin (Company Level)

Programs

Programs List

Fieldsets

Fieldsets assigned to the template project

Company Settings

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

Admin (Project Level)

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

Bidding

Configure Settings

Bidding Configuration
- All settings

Budget

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

Change Events

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

Change Orders

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.

Commitments

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

Connection Manager

Configure Settings

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

Correspondence

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

Daily Log

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

Antwort

Tool

Carries Over

Does NOT Carry Over

Siehe auch