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:
1. Project Name - Enter a name for the project template to be created, in a way that helps you easily identify it later.
2. Client Name - Select the client organization (owner of the project template) from a list of organizations 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.
3. Geography - Select one of the geographical locations to save your project template. Options currently available 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.
4. 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).
5. 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'.
6. Upload Image - Upload an image that will be used to list the project template being created with a thumbnail image under the 'Projects' tab.
7. BIM Enabled - To enable BIM (Building Information Model) on the project template being created.
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.
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 Collection: Edit a Project Template