Configure Project Templates

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

In this topic, you'll learn how to:

• Edit Project Template Details and Permissions
• Add Project Members
• Add Notification Settings
• Manage Products and Tools

Edit Project Template Details and Permissions

You can edit the details and permissions for a project template in the Configuration page. Configuration is always available at the top of the left navigation menu.

The Configuration page includes:

• Details tab

  

  1. Create a project from this project template
  2. Archive the template
  3. General section: Click to edit the template name
  4. Advanced section: Click the toggle to make the template available to all members who can create projects

• Permissions tab - Add, edit, or remove template members who can use this template to create projects or contribute to it.

  

  • To add members, click Add template members. Enter in their name or email, specify their company and role, select their access level, and determine which products they can access the settings for.

    Note: Project administrators can edit the template settings. Project members can only view the settings, and depending on their assigned role and permissions, interact with items such as assigned issues and form templates.

  • To edit and remove members, click the member in the list. Make any edits in the right panel or click at the top right of the panel and select Remove member. Confirm your selection in the pop-up window.

From here, you can move onto configuring settings for the projects created from this template, including:

• Configure Project Templates
  • Edit Project Template Details and Permissions
  • Add Project Members
  • Add Notification Settings
  • Manage Products and Tools

Once you have completed the preceding steps, you can configure specific settings for different products. Select the product in the product picker.

Learn more:

• 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

Add Project Members

Project Templates allows you to have project members automatically added to a project created from a project template.

1. In a project template, select Project Admin in the product picker.

2. Click Members in the left navigation menu.

3. Click Add project members.

   

4. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

5. Select a Company or Role for the members. The company and role can be used to quickly apply the same permissions to multiple members. You can also assign the correct company and role to each of these members by choosing Assign from Account Admin from both the Company and Role drop down menus.

6. Choose the access level for the members.

   • Project Member: Members will be added as project members with View access unless otherwise defined based on the role.
   • Project Admin: Members will be given administrative access to the project, enabling the creation and managing of projects.

7. Choose the Product access level for the members to control what products the members can use:

   • Build
   • Cost
   • Design Collaboration
   • Docs (Included)
   • Model Coordination
   • Takeoff

8. Click Add project members.

Add Notification Settings

Project Templates allows you to configure notification settings for members, roles, and companies so that you can automatically add them to projects created from a project template.

1. In a project template, select Project Admin in the product picker.

2. Click Notifications in the left navigation menu.

3. You will land on the Default notification settings. You can adjust the settings for the Action required and Other notifications listed. Learn about these notifications and frequencies in Admin Notifications.

   

4. You can also create notification groups of individual members, companies, or roles, and control notification settings and permission levels for each notification group. Click Create notification group.

   Find detailed instructions in Create Notification Groups and Control Email Frequency and Permission Levels.

Manage Products and Tools

If you don't need a tool for certain phases or you're not ready to use a tool, you can choose to hide products and tools in projects created from this template. This will apply to all members in the project and can streamline your process so that information is tracked where you need it to be.

1. In a project template, select Project Admin in the product picker.

2. Click Products and tools in the left navigation menu.

3. Click to toggle off a tool or product, including:

   • Build tools:

     • Schedule
     • Assets
     • RFIs
     • Submittals
     • Photos

   • Cost Management

   

The tools or products you choose will be turned off for future projects created from this template.