Configure Project Templates

Once you have created a project template from the Projects List or in Account Admin, you can start editing the template.

1. Edit project template details and permissions

2. Configure for Product Admin

   • Add project members that you want to be added to projects created from this template
   • Add notification settings
   • Manage which products and tools will appear in projects created from this template

3. Configure your template for different products. Select the product in the product picker.

   

   • Configure Project Templates for Docs
   • Configure Project Templates for Design Collaboration
   • Configure Project Templates for Takeoff
   • Configure Project Templates for Build
   • Configure Project Templates for Cost Management