As an Account Administrator, you can create as many templates as needed. When adding a new project, you can then choose to base your project on a template.

How to create a project template

1. Go to Account Settings from the Home dashboard.
2. Click Add Template on the Project Template card.
3. Enter a name (and optionally a description) for the template.
4. The interface will now resemble a project interface, with a Done button in the top bar.
5. When finished, click the Done button in the top bar.

💡 You can edit your template at any time via the three-dot icon next to the template name. Deleting the template will not affect projects created from it.

Template details

You can add the same elements to a template as you would to a project, using the same process.

• Models
  • Add and synchronize one or more ACC files. It's only ACC files - and not local files - that you can synchronize to a template. 

Note: Models will not be copied to projects created from the template. However, properties based on data from the ACC file will remain functional in projects created from the template

• Configuration
  • Create properties.
     
• Manage
  • Add project views with desired properties.
  • Add user objects.
     
• Project Admin
  • Add users.
  • Add User Roles. 

Project Administrator

You will automatically be assigned as the Project Administrator for the template and any projects created from it. If another Account Administrator creates a project using your template, both you and the creator will be assigned as Project Administrators. 

 

Where: HOME / <account name> / Account Settings