The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.
Procore Project Templates allow company admins to standardize Document Management setup across new projects. Applying a template during project creation reduces setup time and enforces consistency across your enterprise.
What Document Management components carry over in a Project Template?
Saved Collections & Saved Views: All collections and saved views set to "Everyone in the project" access (including column arrangements, filters, sorting, and grouping).
Permission Groups & Rules: Custom permission group definitions and permission matrix settings (Upload, Admin, Placeholder, and Document permissions).
Document Fieldsets & Attributes: Field configurations (mandatory vs. optional), custom fields, assigned fieldsets, and project-specific attribute label overrides.
Naming Standards & Upload Requirements: Naming patterns (field order and separator characters), revision rules, and conditional upload requirements.
Workflows & Originators: Default workflow mappings and pre-configured originator lists.
What components are NOT included in a Project Template?
Files & Placeholders: Actual uploaded documents, file revisions, and placeholder slots.
User Assignments: Individual team members are not mapped to permission groups automatically and must be assigned post-creation.
Notification Settings: Notification preferences (Document Upload, Document Submission, and Placeholder Notifications) are configured per project.
Private Saved Views: Saved views created with "Just Me" access remain private to the source project user.
Project-Specific Picklist Values: Local code selections for fields like Functional Breakdown or Spatial Breakdown zones.
Can I apply a template to an existing project?
No. Templates can only be applied during new project creation.
If I update a Project Template, do existing projects get updated?
No. Template updates are not retroactive. Changes to a template only apply to new projects created after the update is saved.
Do I need to upload documents to a project before creating saved views?
No. The document-upload validation requirement has been removed, so you can create and manage saved views on empty projects or blank templates at any time.
How do I designate a project as a template?
To set up or designate a project as a company template, contact your Procore point of contact or Procore Support.
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