Project templates allow administrators to streamline the process of creating multiple projects with similar configurations. Administrators can configure project settings for various products and tools in templates including setting up members, standard files, and much more.

Currently, Project Templates are supported in Autodesk Docs, Autodesk Build, Autodesk Cost, Autodesk Takeoff, and Design Collaboration.

• Account administrators can restrict project administrators from creating projects and templates. Learn how in Account Settings.
• Standard administrators can access Project Templates in Account Admin.

Project templates can be created from the:

• Project templates tool in Account Admin
• Project Templates list

In this topic, you'll learn how to use the Project templates tool in Account Admin to:

• Project Templates
  • Create a Project Template in Account Admin
  • View Project Templates in Account Admin
  • View Project Template Insights
  • Archive Project Templates in Account Admin
    • Restore Project Templates in Account Admin

Create a Project Template in Account Admin

1. Navigate to Account Admin.

2. Click Project templates on the left navigation to open the Project Templates tool.

3. Click Create project template.

   

4. Choose to Create blank template or Create template from existing project.

5. Click Next.

6. Enter a template name.

7. If creating from an existing project, select a project to create your template from.

8. Click Create template.

After the template is created, you will be brought to the Configuration page in the template. You can start editing the template. Learn more.

View Project Templates in Account Admin

You can find active and archived project templates in the Project templates tool in Account Admin.

In the Active tab:

1. Search for project templates by name.

2. Filter by template status: All, Published, or Unpublished.

   A project is published when it is available for all project members to use to create projects. You can choose to publish or unpublish a template using the More menu .

3. When a template is published, it will have PUBLISHED underneath the name.

4. The Projects created column shows the number of projects that have been created from that template. Hover and click the linked number. A pop-up window will show a list of projects that were created from that project template.

5. Click the to hide and reorder columns or change the view density. The Name column must be visible.

6. Click the to create a project from the template, archive it, edit the name, or publish or unpublish the template.

View Project Template Insights

For the project templates in your account, you can access a dashboard of analytics which include the number of projects that were created using a template. This data can help you make more informed decisions around how to promote standardization and see the actual adoption of your project templates.

To access project template insights:

1. In Account Admin, click Project templates on the left navigation to open the Project Templates tool.

2. Next to Create project template, click .

3. In the dashboard, you can see how many projects in your account were created from templates and adjust the timeframe shown or choose between a bar or line graph.

   

Archive Project Templates in Account Admin

From the Project templates tool in Account Admin, there are two ways you can archive project templates.

• In the Active tab, click the More menu next to a project template and choose Archive.

• Within a project template:

  1. Navigate to the Configuration page using the left navigation.

  2. Click Archive in the Details tab and confirm you want to archive the template.

     

Archived templates live in the Archived tab in the Project templates tool.

Restore Project Templates in Account Admin

1. In the Archived tab of the Project templates tool, click the More menu next to a project template.

2. Choose Restore.

   

The project template will move to the Active tab and can now be used again by your members to create projects.