---
title: "Project Settings Templates"
slug: "project-settings-templates"
updated: 2026-07-21T16:42:09Z
published: 2026-07-23T14:00:14Z
canonical: "help.getbuilt.com/project-settings-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Settings Templates

## **Project Settings Templates Overview**

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### **Purpose**

You can create Project Settings Templates that can be applied to a project during project creation.

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### **Key Features**

1. **Project Requirements**: Add Project Requirements to the template.
2. **Payables Requirements**: Add Payables Requirements such as Lien Waivers and Sworn Statements.
3. **Billing Schedule**: Optionally add a Billing Schedule by selecting the Recurrence and Due Day of Month, along with Vendor Notification preferences.
4. **Cost Structures**: Optionally create Sub Jobs and project-specific Cost Codes and Cost Types.
5. **Approval Requirements**: Add Approval requirements for Payables and Payments.

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### **How It Works**

To create a Project Settings Template, perform the following steps:

1. At the top-right of the page, click **Settings**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579474257.png)
2. On the Settings page, click the **Templates** tab.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579482255.png)
3. Click the **Project Settings** tab on the Templates page, and then click the **New Project Settings Template** button in the top-right corner.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579498101.png)
4. Input a **Template Name** and optional template description. Then click **Next**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579504585.png)
5. Add Project Requirements by clicking **Add Requirement**. Then click **Next**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579513059.png)

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579522993.png)
6. Add Payables Requirements by selecting the options. Then click **Next**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image-KN92DO9R.png)
7. Optionally add a Billing Schedule by checking the box and selecting the Recurrence and Due Day of Month. Optionally add Vendor Notification preferences. Then click **Next**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579563253.png)
8. Optionally create Sub Jobs and project-specific Cost Codes and Cost Types. Then click **Next**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579577700.png)
9. Add Approval requirements for Payables and Payments by toggling the options and populating the conditions. Then click **Next**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579595106.png)
10. Review the Project Settings Template, then click **Save**.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/base64-converted-image-1784579603105.png)

> **Note:** When creating a project, select the desired Project Settings Template from the dropdown field on the project creation form.

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### FAQ

#### Is the Project Settings Template available after the project has been created?

No, project settings templates are available to be used only at the point of project creation.

#### Do changes to the Project Settings Template propagate to existing projects?

No, projects that are created using a Project Settings Template inherit the settings at that point in time, and are not live-updated by future changes to the Project Settings Template.