O que é copiado de um modelo de projeto para um novo projeto?

• 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

• Gerente de plano

• Action Plan Approvers

• Completed Action Plan Receivers

 

• Programs List

Fieldsets

• Fieldsets assigned to the template project

Compliance Template (with Procore Pay)

• Modelo de conformidade atribuído ao projeto de modelo

Tool Settings

• Orçamento

  • Budget and forecasting views assigned to the project template.

• Webhooks

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

• Geral

  • Informações sobre o projeto

    • Forma de Entrega

    • Fase do projeto

    • Tipo de projeto

    • Logotipo

    • Foto

  • Local do projeto

    • País

    • Fuso horário

    • Endereço

    • Cidade

    • Estado

    • Código postal

    • Telefone

    • 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

    • Departamentos

    • Programa

    • Bandeira

    • Região

    • Tipo de cotação

    • Tipo de proprietário

    • Projeto principal

    • Warranty Start and End dates

    • Enable Docusign* Prevent Overbilling on this Project

    • Custos sem compromisso

    • Labor Productivity for Budget, Change Events, and Change Orders

    • Quickbooks Customer

    • Criar vários PCIs

    • Criar alterações contratuais de proprietário

• 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.

  • Atributos de código de orçamento

  • Códigos de custo

  • Sub trabalhos

    • 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?

• Dias de trabalho

  • Selected Working Days

• Locais

  • 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

• Geral

  • Informações sobre o projeto

    • Nome do projeto

    • Número do projeto

    • Valor Total

    • Data de início

    • Data de conclusão

    • Data de início real

    • Data de término projetada

    • Setor de Projetos

    • Escopo do Trabalho

    • Square feet

    • Descrição

  • Local do projeto

    • Condado

    • Latitude

    • Longitude

  • Advanced

    • Language - Country

    • Escritório

• Active Tools

  • The Equipment tool is OFF by default for all projects.

• Work Breakdown Structure

  • Códigos de custo

  • Subobras

• Locais

  • Tiered location lists

• Classifications

  • Classifications table selections

 

• Bidding Configuration

  • All settings

• Budget Settings

  • Forecasting

    • Autocalculate Forecast to Complete by default

    • Enable Advanced Forecasting

  • Alterações no orçamento

    • Require a Budget Change Adjustment to Change Event association

    • Require net zero Budget Change amounts

    • Allow budget changes to be billed on owner invoices

Orçamento

• 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

  • Anexos

    • 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

  • Alterações no orçamento

    • 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

  • Título

  • Executado

  • Default Retainage

  • Descrição

• Tabela de Valores

  • Line items, including:* Amount* Description

• General information

  • Contract number (#)

  • Empresa

  • Anexos

  • Contatos da fatura

  • Access for Non-Admin Users

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

• Tabela de Valores

  • 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 Settings

• Distribuição padrão

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

• Manpower Categories

• Distribuição padrão

RDO

• Daily Log entries

• Empresas

• Users, including:

  • User data

  • Funções de projeto

  • Contacts

  • Permissões

    • 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

• Todos os arquivos na ferramenta Documentos (arquivos raiz e arquivos em pastas)

• Privacy settings for files and folders

• Permissões de pasta ou arquivo

• Nome da área de plantas

• Descrição da área de plantas

Definir configurações

• Configurações do registro de plantas

  • 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

Definir configurações

• Drawings Log Settings

  • Connected Project* Upstream Project

  • Edit Drawing Sets

• Email Settings

  • Communication Settings

  • Communications "private" by default

• Email Settings

  • Inbound email address

  • Distribuição padrão

  • Copy tags from another project

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

Definir configurações

• Unidades

• 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.

Proposal

• Proposals

• Private by Default

• Distribuição padrão

• Private by default

• Configure Notifications

• Inspections template and related data

• Distribuição padrão

• Templates in the Recycle Bin

• Project Instruction Settings

  • Instructions Private by Default

  • Number Instructions by Type

• Project Instruction Settings

  • Distribuição padrão

• Instruction Types

  • Tipo

  • Prefix

• All settings

• Individual invoices

• First-Tier Waivers

  • When should first-tier waivers be requested?

• Renúncias de subnível

  • 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)

• First-Tier Waivers

  • Enable conditional waivers

  • Enable unconditional waivers

• Renúncias de subnível

• Property Owner

  • Property owner

• All settings

• Reuniões

  • Only parent meetings

• Reuniões de acompanhamento

• Geral

  • Set new Observations to private by default

  • Working Days to Complete Observation

 

• Geral

  • Distribuição padrão

• Templates

  • Project levelTemplates

    • 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.

• All settings

Fotos

• Albums

• Album order

• Individual photos

• Contract Configuration

  • All settings

• Contract Invoice Settings

  • All settings

• Funding Sources

  • Nome

  • Descrição

• Default Distributions

  • Contrato principal

  • Alteração contratual de contrato principal

  • Alteração contratual potencial de contrato principal

Contratos principais

• Informações gerais

  • Executado

  • Título

  • Default Retainage

  • Descrição

  • Tabela de Valores

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

Project Home

• Project links

• Project Home Settings

  • Persistent project message

  • Public notes (visible to non-admins)

• Datas do projeto

  • Project dates

• Project Home

  • Project team

• 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

• Punch List Settings

  • Default Distribution List

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

• Punch List Templates

  • Gerenciador de itens da lista de pendências

  • Default assignee

  • Default final approver

  • Custom categories

• Gerente de RFI

  • RFI Manager Selection

• RFIs privadas

  • Enable Private RFIs

  • RFIs Private by Default

• RFI Respostas

  • Dias para responder RFI perguntas

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

• RFI Number Prefixes

  • Habilitar prefixo RFI números por fase numérica

  • Stage selection

  • Prefix

• RFI Emails

  • Enable Email Reminders for Overdue RFIs

  • Email configuration matrix selections

• RFI revisões beta

  • Habilitar revisões RFI

• RFI Respostas

  • Marque as respostas dos responsáveis conforme exigido pelo padrão

• Campos Personalizados

  • Campos personalizados 1 & 2

• RFI Emails

  • Distribuição padrão

• Geral

  • All settings

• File Management

  • Filtro de nome de arquivo

• File Management

  • ID do projeto (somente arquivos Primavera P6)

• Email Distribution

  • All settings

• Nome da área de especificação

• Descrição da Área de Especificação

Definir configurações

•  Specifications Settings

  • Revision No. Ordering Scheme

  • Assinantes do Memorial Descritivo

  • Habilitar especificações por área

  • Editar divisões de especificação

  • Editar conjuntos de especificações

• Individual specification files uploaded to the tool

• Geral

  • General Settings* All settings

  • Submittal Emails* Email Notifications configurations

• Respostas

  • Respostas do fluxo de trabalho

• Workflow Templates

  • Workflow templates

• Geral

  • Submittal Emails* Default Distribution

• Set new Tasks to private by default

• Days to Complete Task Items

Tarefas

• Task items

• Distribuição padrão

• Time Entry Settings

  • All settings

• Lunch Tracking

  • All settings

• Configurações de horas extras

  • All settings

• Employee Location Tracking

  • Endereço do projeto (preenchido com base na ferramenta Administrador do projeto)

  • 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

  • Configurações do projeto

    • 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​​

    • Todas as seleções

• Change Events Export Options

  • Resumir itens de linha de mão de obra

    • Total de mão de obra em grupo

  • Summarize Equipment line items* ​​​​​

    • Agrupar totais de equipamentos

• Transmittals Private by Default

• Grupo de distribuição

• 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.