プロジェクト テンプレートから新しいプロジェクトに何がコピーされますか?
- 最後の更新
- PDFとして保存
答え
Procore では、プロジェクト テンプレートは、新しいプロジェクトの作成を合理化し、手動構成を減らす事前構成済みの Procore プロジェクトです。 テンプレートは、さまざまな設定を新しいプロジェクトに自動的にコピーします。 ただし、すべての設定が転送されるわけではありません。一部の設定は、新しいプロジェクトで手動で構成する必要があります。 プロジェクト テンプレートの使用を開始する方法については、「プロジェクト テンプレートを構成する」を参照してください。
This table identifies the settings and data that DO and DO NOT carry over to new projects created from a project template.
Tool |
Carries Over |
Does NOT Carry Over |
|---|---|---|
| Action Plans |
Configure Settings
|
|
| Admin (Company Level) |
Programs
Fieldsets
|
Company Settings
|
| Admin (Project Level) |
Project Settings
|
Project Settings
|
| Bidding |
Configure Settings
|
|
| Budget |
Configure Settings
|
Budget
|
| Change Events |
Configure Settings
|
|
| Change Orders |
Configure Settings
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. |
|
| Commitments |
Configure Settings
Individual Subcontracts and Purchase Orders
|
Individual Subcontracts and Purchase Orders
|
| Connection Manager |
Configure Settings
|
|
| Correspondence |
Configure Settings For each Correspondence Type:
|
Configure Settings
|
| Daily Log |
Configure Settings
|
Configure Settings
Daily Log
|
| Directory |
Directory
|
Directory
|
| Documents |
Documents
|
Permissions
|
| Drawings |
Configure Settings
|
Drawings
Configure Settings
|
| Emails |
Configure Settings
|
Configure Settings
|
| Estimating |
Estimates
Configure Settings
|
Estimates
Proposal
|
| Incidents |
Configure Settings
|
Configure Settings
|
| Inspections |
Configure Settings
|
Configure Settings
|
| Instructions |
Configure Settings
|
Configure Settings
|
| Invoicing (without Procore Pay) |
Configure Settings
|
Invoicing
|
| Invoicing (with Procore Pay) |
Configure Settings
|
Configure Settings
|
| Meetings |
Configure Settings
|
Meetings
|
| Observations |
Configure Settings
|
Configure Settings
|
| Photos |
Configure Settings
Photos
|
Photos
|
| Prime Contracts |
Configure Settings
Prime Contracts
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. |
|
| Project Home |
Configure Settings
Project Home
|
Configure Settings
|
| Punch List |
Configure Settings
|
Configure Settings
|
| RFIs |
Configure Settings
|
Configure Settings
|
| Schedule |
Configure Settings
|
Configure Settings
|
| Specifications |
Configure Settings
|
Specifications
|
| Submittals |
Configure Settings
|
Configure Settings
|
| Tasks |
Configure Settings
Tasks
|
Configure Settings
|
| Timesheets |
Configure Settings
|
|
| T&M Tickets |
Configure Settings
|
|
| Transmittals |
Configure Settings
|
Configure Settings
|
| Workflows (Company level) |
Assigned projects
|
|
| Workflows (Project level) |
Tool Configuration Settings
|

