Project Templates

2 minutes
6 months ago

Project templates allow you to save the settings of a past or present project and apply it to another. Project templates can be created with a few clicks so when you can create a new project you simply select an existing project template.

When you create a project template, the following settings are saved within the template:

  • Default due date for new issues
  • Default issue color attribute property
  • Issue mandatory attributes
  • All the issue attributes (Zones, Phases, Status, Types, Labels & Priorities)
  • File sets
  • Viewer categories appearance overrides

The following items will NOT be saved with the project template:

  • Issues
  • Assigned user and their roles
  • 3D Models & Sheets
  • Saved views
  • Quick Filters templates
  • Reports templates

There are two actions required to create a template based on a project. First create the template from the project settings menu. Second is to create the project using a template.

Create a template

To create a project template, you must be a hub administrator and project administrator of the project you would like to export as a template. If you meet those two conditions, you will have access to the template creation window in the project setting page.

Step-by-step procedure:

  1. From the web platform, select a project.
  2. Open the “Project Settings” page.
  3. Locate and click the gear icon at the top right corner of the page.
  4. Select “Create Template” from the list.
  5. Enter a name for the template in the text field.
  6. Lastly, click Create to save the template.

Once you have created your template, it will not be possible to edit it.


Create a Project Based on a Template

Once you have saved a project template, you can create new projects using the exported project settings. One thing to keep in mind is, to create projects, you need to be a hub administrator.

Step-by-step procedure:

  1. From the web platform, open the “Projects” page.
  2. Locate and click the Add project button.
  3. In the popup window, enter a name for your project.
  4. Using the drop-down menu, select the template to be applied to the new project.
  5. Lastly, click the Create button to create the project.