将哪些内容从项目模板复制到新项目？

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In Procore, a project template is a pre-configured Procore project that streamlines new project creation and reduces manual configuration. Templates automatically copy various settings to new projects. However, not all settings are transferred; some settings must be configured manually on new projects. To learn how to get started with project templates, see Configure a Project Template.

The following table shows which settings and data transfer from a template to your new project.

工具	Carries Over	Does NOT Carry Over
行动计划	行动计划 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	计划经理 Action Plan Approvers Completed Action Plan Receivers
管理员（公司级别）	计划 Programs List Fieldsets Fieldsets assigned to the template project Compliance Template (with Procore Pay) 分配给模板项目的合规性模板工具设置预算 Budget and forecasting views assigned to the project template.	公司设置 Webhooks Company level webhooks Note: Project level webhooks DO copy over
管理员（项目级别）	项目设置一般项目信息交付方式项目阶段项目类型徽标照片项目地点国家/地区时区地址城市州/省邮政编码电话传真 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. 高级部门计划旗标地区投标类型业主类型父项目 Warranty Start and End dates Enable Docusign* Prevent Overbilling on this Project 非合约成本 Labor Productivity for Budget, Change Events, and Change Orders Quickbooks Customer 创建多个 PCI 创建业主变更通知单活动工具 Tools marked as active Note: The Equipment tool setting is NOT carried over and is inactive by default. 工作分解结构 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. 预算编号属性成本编号子作业 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? 工作日 Selected Working Days 地点 Only Allow Locations to be Created in the Location Manager Webhooks Project level Webhooks, including: 授权标头 Notification Endpoint Note: Only Webhooks configured in the default Procore namespace are copied to new projects. Equipment (Legacy) Equipment Name list	项目设置一般项目信息项目名称项目编号总价值开始日期完工日期实际开始日期预计完成日期项目部门工作范围 Square feet 描述项目地点郡/县纬度经度高级语言 - 国家/地区办公室活动工具 The Equipment tool is OFF by default for all projects. 工作分解结构成本编号子作业地点 Tiered location lists 工种 Classifications table selections
投标	配置设置 Bidding Configuration All settings
预算	配置设置 Budget Settings Forecasting Autocalculate Forecast to Complete by default Enable Advanced Forecasting 预算变更 Require a Budget Change Adjustment to Change Event association Require net zero Budget Change amounts Allow budget changes to be billed on owner invoices	预算 Values within the budget itself Budget views assigned to the template project
变更事件	配置设置 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 附件 Copy attachments from RFQ responses to Prime PCOs Copy attachments from RFQ responses to Commitment COs 预算 ROM Budget ROM for In Scope Budget ROM for Out of Scope Budget ROM for TBD Scope 预算变更 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
变更通知单	配置设置 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.
合约	配置设置 Contract Configurations All Contract Configuration Settings All Default Contract Settings All Default Distribution settings and selections Individual Subcontracts and Purchase Orders General information 标题已执行默认保留金描述分项价格表 Line items, including:* Amount* Description	Individual Subcontracts and Purchase Orders General information Contract number (#) 公司附件发票联系人 Access for Non-Admin Users Status Note: All Commitments carry over to the new project with the status marked as 'Draft.' 分项价格表 Cost code assignment
连接管理器	配置设置 Connection Manager Emails Notification selection (All Users or Specific Users) Downstream Connections Automatically Configure Connections
通信	配置设置 For each Correspondence Type: Enable Email Reminders for Overdue Items Responses will be due number Default Description 电子邮件设置	配置设置默认通讯对象
工作日志	配置设置 All settings carry over except the items noted in the 'Does Not Carry Over' column.	配置设置人力类别默认通讯对象工作日志 Daily Log entries
目录	目录公司 Users, including: User data 项目角色联系人权限 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.
文档	文档 Folder structure 文档工具中的所有文件（根文件和文件夹中的文件） Privacy settings for files and folders	权限文件夹或文件权限
图纸	图纸区域图纸区域名称图纸区域说明配置设置图纸日志设置 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	图纸 Individual drawings uploaded to the tool 配置设置 Drawings Log Settings Connected Project* Upstream Project Edit Drawing Sets
电子邮件	配置设置电子邮件设置 Communication Settings Communications "private" by default	配置设置电子邮件设置 Inbound email address 默认通讯对象 Copy tags from another project
估算	估算 All estimates and their data, except for the Quantity column 配置设置单位	估算 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
事件	配置设置 Private by Default	配置设置默认通讯对象
检查任务	配置设置 Private by default 配置通知 Inspections template and related data	配置设置默认通讯对象 Templates in the Recycle Bin
指示	配置设置 Project Instruction Settings Instructions Private by Default Number Instructions by Type	配置设置 Project Instruction Settings 默认通讯对象 Instruction Types 类型前缀
Invoicing (without Procore Pay)	配置设置 All settings	开发票 Individual invoices
Invoicing (with Procore Pay)	配置设置 First-Tier Waivers When should first-tier waivers be requested? 子层弃权书 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 模板 Progress Conditional (if enabled) Progress Unconditional (if enabled) Final Conditional (if enabled) Final Unconditional (if enabled)	配置设置 First-Tier Waivers Enable conditional waivers Enable unconditional waivers 子层弃权书 Property Owner Property owner
会议	配置设置 All settings 会议 Only parent meetings	会议后续会议
观察任务	配置设置一般 Set new Observations to private by default Working Days to Complete Observation	配置设置一般默认通讯对象模板 Project levelTemplates However, company level setting of active or inactive do carry over to the project. 类型 Project level Types However, company level setting of active or inactive do carry over to the project.
照片	配置设置 All settings 照片 Albums Album order	照片 Individual photos
主合同	配置设置合同配置 All settings Contract Invoice Settings All settings Funding Sources 名称描述默认通讯对象主合同主合同变更通知单主合同潜在变更通知单主合同一般信息已执行标题默认保留金描述分项价格表 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.
项目主页	配置设置 Show current weather conditions Show today's schedule Show project milestones 项目主页 Project links	配置设置 Project Home Settings Persistent project message Public notes (visible to non-admins) 项目日期 Project dates 项目主页 Project team
尾项清单	配置设置尾项清单设置 Default Punch Item Manager Default Final Approver 默认将尾项清单项目设为私密 Punch Item Response Will Be Due* Enable overdue emails for assignees Configure emails by role Punch Item Types 尾项清单模板 Template name Active/Inactive selection	配置设置尾项清单设置 Default Distribution List Standard permission users who can act as a Punch Item Manager 尾项清单模板尾项项目经理 Default assignee Default final approver Custom categories
RFI	配置设置 RFI 经理 RFI Manager Selection 私人 RFI Enable Private RFIs RFIs Private by Default RFI 答复回答 RFI 问题的天数 Only show official responses to Standard and Read-Only users RFI Number Prefixes 按编号阶段启用前缀 RFI 编号 Stage selection 前缀 RFI Emails Enable Email Reminders for Overdue RFIs Email configuration matrix selections RFI 修订测试版启用 RFI 修订	配置设置 RFI 答复默认将任务分配对象的答复标记为需要自定义字段自定义字段 1 和 2 RFI Emails 默认通讯对象
进度计划	配置设置一般 All settings 文件管理文件名筛选器	配置设置文件管理项目 ID（仅限Primavera P6文件）电子邮件分发 All settings
规范	规范领域规范区域名称规范区域描述配置设置 Specifications Settings Revision No. Ordering Scheme 规范订阅用户启用按区域划分规范编辑规范分部编辑规范集	规范 Individual specification files uploaded to the tool
送审	配置设置一般 General Settings* All settings Submittal Emails* Email Notifications configurations 答复工作流响应 Workflow Templates Workflow templates	配置设置一般 Submittal Emails* Default Distribution
任务	配置设置 Set new Tasks to private by default Days to Complete Task Items 任务 Task items	配置设置默认通讯对象
考勤表	配置设置 Time Entry Settings All settings Lunch Tracking All settings 加班设置 All settings Employee Location Tracking 项目地址（从项目管理员工具填充） 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.
工时和材料单	配置设置 T&M Settings 项目设置 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 所有选择 Change Events Export Options 汇总人工明细项团体劳动总计 Summarize Equipment line items* **** 组设备总计
传输记录	配置设置默认将传输记录设为私密	配置设置通讯组
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.

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