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Unlock Efficiency with Project Template Enhancements

Coming Soon|March 31, 2025

Scheduled to launch the week of May 12, we're excited to introduce a new feature that allows Company Admins to control whether new projects inherit cost codes and cost type assignments from project templates via a company-level setting. This enhancement addresses feedback from over 140 customer accounts and streamlines project setup, ensuring consistency and reducing manual errors, ultimately enhancing the overall project management experience in Procore.

The Copy Cost Codes and Types feature brings a significant enhancement to project creation within Procore, focusing on improving efficiency and consistency. With the new feature, Company Admins can now decide if new projects should automatically inherit cost codes and cost type assignments from existing project templates. This is managed through a company-level setting, providing greater autonomy and reducing the need for manual intervention.

The primary benefit of this feature is the streamlined project setup process. By inheriting cost codes and cost type assignments, companies can ensure uniformity across projects, which is particularly beneficial for ERP-integrated users. This consistency helps in maintaining streamlined workflows and reduces the potential for errors that can occur with manual data entry.

This enhanced experience enables users to focus more on strategic project management rather than administrative tasks, thereby increasing productivity and efficiency.

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