Set a Bid Board Project as a Template
Objective
To to set a Bid Board project as a template in Procore.
Things to Consider
- Required User Permissions
- 'Standard' or 'Admin' level permissions on the company's Bid Board tool.
Steps
Set a project as a template
- Navigate to the Bid Board tool in Procore.
- Locate the project you want to set as a template.
- Click the project name to open it.
Note: You can set the project as a template from any of the sections on this page. - Click the vertical ellipsis icon at the top of the page.
- Select Set As Template or Set As Default Template
A green bar will show at the bottom of the screen to confirm the project was successfully set as template.
unSet a project as a template
- Navigate to the Bid Board tool in Procore.
- Locate the project you want to remove as a template.
- Click the project name to open it.
- Click the vertical ellipsis icon at the top of the page.
- Select Unset As Default Template or Unset As Template
A green bar will show at the bottom of the screen to confirm the project was successfully unset as a template.