Pre-requisites:
Permission as mentioned below, on the project template from which a project is to be cloned:
To clone a project from the project template, 'Access to Use' or 'Admin' permission assigned to you, your organization or a user group in which you are involved.
Below are the steps to clone a project from a project template:
1. Right click on the template record which you need to clone as a project and select 'Clone Project' option.
2. You will see a 'Clone Project' window, key in all required fields:
Project Name - Name the new project which 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 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 notification about new project to users across all roles.
Click here to learn more about fields available while adding a new project.
Click 'Save' once done to complete cloning the project from selected project template.
Click here to understand how to manage inheritance in cloned projects. |
Check: FAQs
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