Configure Project Templates for Build

Once you've created a project template, you can configure tool settings for Autodesk Build.

  1. In a project template, select Build using the product picker.

  2. Use the left panel to select the tool you want to configure in the project template:

Build Tools in Project Templates

Sheets

Feature Help Article
Add permissions for roles Sheets Permissions

Files

Feature Help Article
Create and organize subfolders Organize Files with Folders
Edit attributes File Attributes and Settings
Configure permissions Folder Permissions
Upload and configure files for use across multiple projects
Note:

  • .NWC file exports from Autodesk Inventor and Data Exchanges are not supported.
  • Many features from the Files tool are not available in project templates. This includes creating markups and performing actions in the viewer, creating a Data Exchange in the viewer for a Revit model, and more.

Issues

Tab Feature Help Article
Types Create and configure issue categories and issue types Issue Categories and Types
Custom fields Create custom fields to add to issue categories and types Custom Fields
Root causes Create root causes to add to issues Root Causes
Templates Create issue templates for faster issue creation Issue Templates
Statuses Set the visibility of issue statuses Issue Statuses Settings

Forms

Feature Help Article
Create and organize form template folders Form Template Folders
Create and configure form templates Create Form Templates
Import form templates from past Build projects, PlanGrid, and BIM 360 Field Management to standardize templates across all projects using this template Import Form Templates
Note:

RFIs

Tab Feature Help Article
Permissions Set up RFI roles and permissions RFI Permissions
RFI types Set up the RFI workflow RFI Types
Custom fields Create custom RFI fields Custom RFI Fields
Advanced settings Available settings:

- Reopen RFI

- Closed RFI visibility

- Open RFI visibility		 Advanced RFI Settings

Submittals

Tab Feature Help Article
Permissions Configure role-based permissions Submittal Permissions
Responses Configure custom responses Custom Submittal Responses
Types Set up submittal types Submittal Types
Advanced settings Set whether everyone can view closed submittals Advanced Submittal Settings

Assets

You can bulk import asset categories, status sets, and custom fields into project templates or manually configure these asset settings in project templates.

To manually configure Assets settings:

Tab Feature Help Article
Categories Create and configure asset categories, including adding references to form templates Configure Categories
Custom Fields Create custom fields to add to categories Configure Custom Fields and Status Sets
Status Sets Create status sets to add to categories Configure Custom Fields and Status Sets

To import Assets settings:

  1. Click Import at the top-right corner.

  2. Click Download a sample.

    Tip: If you use BIM 360, you can import an asset settings export from BIM 360 to quickly create categories, status sets, and custom fields in a project template.

  3. Follow the instructions in the file to fill it out.

    Note: The following table shows the color options for statuses.
    Color Options
    adsk-charcoal-900
    adsk-charcoal-500
    adsk-charcoal-200
    adsk-red-700
    adsk-charcoal-200
    adsk-salmon-300
    adsk-green-700
    adsk-green-500
    adsk-green-100
    adsk-yellow-orange-700
    adsk-yellow-orange-500
    adsk-yellow-orange-300
    adsk-pink-500
    adsk-pink-300
    adsk-blue-700
    adsk-blue-500
    adsk-blue-100
    adsk-turquoise-700
    adsk-turquoise-300
    adsk-purple-700
    adsk-purple-300

  4. Save your file and return to Assets in the project template.

  5. Click Import.

  6. Click Choose file.

  7. Select your .XLSX file and click Import.

Tip: If you have existing asset categories, status sets, and custom fields in a project template, you can click Export and bulk edit any of these items in the exported .XLSX file. Once ready, import your edited file by following the previous steps.
Note: Deleting is not supported through import. If you delete an item from your exported file, it will not be deleted from your project template.

Once configured, you can create projects using your templates.

Parent page: Configure Project Templates