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Sample Project Templates

Kick off projects faster with sample project templates that are preconfigured based on different firm types and project needs. Sample project templates contain prepopulated information like a suggested folder structure, relevant form templates, issue settings, report templates, and more.

Note: Sample project templates are available for the US and EU data storage regions.

In this topic, you'll learn how to:

View Sample Project Templates

Account administrators or standards administrators can access the sample project templates in Account Admin.

  1. Navigate to Account Admin.

  2. Click Project Templates on the left navigation.

  3. In the Sample section, you can either:

    • Click a project template that you see on the Project templates page.
    • Click View all to see all the available templates and then click a project template.

    Sample project templates

A flyout panel will open with a description of the template, tags identifying the template like firm type or project need, and a list of what is included.

Note: The sample project templates vary between the data storage regions to offer templates that are relevant to those regions.

EU Sample Templates

Account administrators in the EMEA region can now use new sample project templates tailored to their specific needs or firm type, enabling them to kick off projects faster and smarter.

The following sample project templates are available in the EU data storage region:

  • EMEA Buildings Sample Template (English)
    • Sample template for buildings project type, making it easier to get started in ACC, standardize data collection, and run a best-in-class project. Built based on customer feedback.​
  • EMEA Roads Sample Template (English)
    • Sample template for roads infrastructure project type, making it easier to get started in ACC, standardize data collection, and run a best-in-class project. Built based on customer feedback.
  • EMEA Buildings Sample Template (English and Arabic)
    • Sample template for buildings project type, making it easier to get started in ACC, standardize data collection, and run a best-in-class project. Built based on customer feedback.
    • Tailored to the needs of the Middle Eastern market.​
  • EMEA Roads Sample Template (English and Arabic)
    • Sample template for roads infrastructure project type, making it easier to get started in ACC, standardize data collection, and run a best-in-class project. Built based on customer feedback.
    • Tailored to the needs of the Middle Eastern market.
Note: Roles are not supported in sample templates. The following comprehensive permission matrices have been created for the folder structure defined in these templates.

To use the matrices:

  1. Save the sample template to your account.
  2. In the template, navigate to the product you are configuring this template for. Learn more in:
  3. Navigate to Files.
  4. Apply the appropriate permissions to the folders using the matrix.
  5. Use the template for all relevant projects from now on.

These best practices will minimize the manual effort required to apply permissions to each project so that your projects run smoothly and efficiently with the provided templates.

Save Sample Project Templates to Your Account

You can save a sample project template to your account to make it your own and customize them further to make it available for your team to use.

  1. Click a project template card.
  2. Click Save to account in the flyout panel.
  3. Enter a name for the project template.
  4. Click Save as template.

The template you created will now be available in the Account section in Project Templates. If you publish it, it will be available for all your account members to use it to create projects. Learn more about configuring project templates.

Create Projects From Sample Project Templates

You can quickly create a project from a sample project template.

  1. Click a project template card.
  2. Click Create project in the flyout panel.
  3. Enter the required information: Name, Account, and Project type. Learn more about creating projects.
  4. Click Create project.

Show or Hide Sample Project Templates in Account Admin

You can choose whether to show the sample templates in Project Templates.

  1. Click Settings on the Project Templates page.

    Project template settings

  2. Select Show sample templates in Account Admin to show or deselect to hide.

The page will immediately refresh with your selection.

Parent page: Project Templates

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