Pre-requisites:

Permission as mentioned below, on the project template from which a project is to be cloned:

Below are the steps to clone a project from a project template:

1. Right-click on the template record that you need to clone as a project and select the 'Clone Project' option.

2. You will see a 'Clone Project' window, key in all required fields:

Project Name - Name the new project that you are cloning from a template.
​
​Client Name - To select the client organization for which you are creating this project, suggested names will come up as alphabets are keyed in.
​
​Application Installed - Inherited from the template, this field cannot be edited.
​
​Select Viewer - Inherited from the template, this field cannot be edited.
​
​Geography - To select the appropriate geography from the dropdown list.
​
​Status - By default, it is open and watermarked as the project is created as new.
​
​Subscription - Inherited from the template, this field cannot be edited.
​
​BIM - To enable BIM (Building Information Model) in this project.
​
​Instant Email Notify - To send instant email notifications to users across all roles who would be part of the new project once created, based on how the template is set up.

Click here to learn more about the fields available while adding a new project.

Click 'Save' once done to complete cloning the project from the selected project template.

A prompt will appear in case there are any unpublished workflow definitions in the template selected for cloning a project. In such a scenario, you will get an option to continue cloning the project without publishing those workflow definitions or cancel the cloning if required.