Pre-requisites:
Privilege for adding new project templates, assigned to you by the Asite System Administrator.
You can click here to learn how to create a project template from an existing project.
Below are the steps for adding a new project template:
1. Navigate to the 'Projects' tab and click the 'Add Template' option in the left-hand menu.
2. The 'Create Template' popup page comes up. This page has five tabs as shown below:
The user has to fill in all the mandatory fields under the 'Basic Information' tab to navigate to other tabs. This tab contains the following fields:
Project Name - Enter a name for the project template to be created, in a way that helps you easily identify it later.
Client Name - Select the client organisation (owner of the project template) from a list of organisations registered with Asite.
'Client Name' selected while creating a project template cannot be changed later once created even while creating a cloned project out of that template.
Geography - Select a geographical location to save your project template. Options include the 'United Kingdom (EU01)', 'North America (US01)', 'Australia (AU01)', and 'Netherlands (EU02)'.
'Geography' selected while creating a project template cannot be changed later once created. However, it can be changed while creating a cloned project out of that template.
Viewer - The 'Universal Web Viewer' is selected by default in new project templates.
'Viewer' selected while creating a project template cannot be changed later (once created).
Status - A project template can be assigned a different status based on the accessibility that the administrator wants, below are the available statuses and their details:
Open - By default every newly created project template will have 'Open' status.
Closed - Based on system-level privilege, a user can change the status of the project template to 'Closed'.
Upload Image - Upload an image that will be used to list the project template being created with a thumbnail image under the 'Projects' tab.
BIM Enabled - To enable BIM (Building Information Model) on the project template under creation.
To understand the options in other tabs, click on the respective links below:
Additional Information - To enter additional information on the project template.
Project Settings - To configure the project template settings as required. While editing a project template, you cannot change the configuration for 'Enable Object level visibility of private information' and/or 'Enable Comment Review' once enabled under the 'Project Settings' section.
Email Notifications - To set the notification email details as required.
Working Calendar - Add the working days and holidays in the project template as required.
3. After entering the required details in each tab, click 'Save' to complete adding a project template.
The newly created project template will start appearing instantly in the project templates listing and can be filtered based on the search options.
Related Article: Create a Project Template from an existing Project
Next Article: Edit a Project Template