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Project Templates in Procore

Project Template Overview​

Project Templates allow you to save common project configurations in Procore. You can set a default template for all new Procore projects created through Agave Sync, saving time on repetitive tasks such as:

  • Adding users & setting permissions
  • Enabling which tools are active on the project
  • Adding vendors to your project directory
  • Setting up your Work Breakdown Structure

For more information, see Procore's docs: What is a Project Template?, Configure a Project Template, Apply a Project Template to a New Project.

Project Template Configuration Checklist​

For Agave Sync, we recommend setting up at least the following settings in your template:

  • Active Tools - The Procore functionality that will be enabled by default in every project.
  • Project Directory (Users) - Ensure the users that will need access to every project are added with the proper permissions.
  • Project Directory (Companies) - Ensure the Companies ("Vendors") that are commonly used on your projects are added to the directory.
  • Work Breakdown Structure - Ensure your company's standard cost codes and other segments are included on the template.

If you do not have a Project Template in your Procore instance, you may need to request it.

Setting a Default Project Template in Agave Sync​

Select one of your Project Templates as the default in Agave to apply it to all newly synced projects.

  1. Navigate to the settings page in the Agave Portal (https://app.agaveapi.com/admin/erp-sync -> Settings)
  2. In the Project Settings row, you can select from the Project Templates available in your Procore account:

    Company Tools
  3. Select the correct Project Template and click "Save Config":

    Company Tools

FAQ​

Can I use my Project Template on a project I have already created in Procore?​

No, Project Templates are only applied during project creation.

If I change my default Project Template in Agave, will it impact the projects I have already created?​

No, it will only impact projects created in the future.

If I have multiple Project Templates, can I set them based on the type (or some other field) of the project?​

Yes, you can assign Project Templates based on a project field's value. Work with your Agave rep to set this up.