This article explains how to create a new project template. 

In this article, you will find:

• Create a project template
• Create a new project from a template
• Template access
• What information from a template is carried over to a project?
• Find project templates in the project overview

Create a project template

Your projects ➜ Project overview ➜ Hover over "Create" ➜ Click on "Project template"

Creating a Project Template is done in the same way as creating a new project and consists of 7 steps:

1. Name your template
2. Template description
3. Create a project structure
4. Template access
5. Customize project menu
6. Place in project folder
7. Create template

Create a new project from a template

Your projects ➜ Project overview ➜ Hover over "Create" ➜ Click on "Project"

After selecting "Create project," you can choose to create a project based on your project templates.

Once you have selected the desired project template, you will automatically begin a creation flow where you can create a new project.

Template access

Your projects ➜ Select project template ➜ Template access ➜ Add users

Under "Template Access" in your project template, you need to add the users who should have access to the template and the ability to use it when creating new projects.

This should not be confused with the user list under "Project Organisation," which includes the users who will be associated with new projects created based on the template. Template Access is only about the use of the template, not the projects that are subsequently created.

What information from a template is carried over to a project?

When you create a new project based on a template, the following information will be transferred to the project:

• Master data
• Building component list
• Digital QA setup
  • Control plan/ control amount
  • Checklists (including project-specific adjustments)
• Document folder structure (excluding the documents themselves)
• Drawing folder structure (excluding the drawings themselves)

• Global and project-specific report templates

• Project menu settings (customize project menu)

• Project structure/subprojects

• Project information

• Link to map

• Description for reports

• Show checklist folders in the app

• Everything related to project information/company details

• Everything related to project information/project organisation

• Users with ‘associate with future projects’ are also added to projects created via a template

Find project templates in the project overview

Your projects ➜ Click on "Project filter" ➜ Select Template