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Clone a Project from a Project Template
Clone a Project from a Project Template

This article helps you understand how to clone a project from a project template.

Updated over a week ago

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 '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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