Pre-requisites:
Permission as mentioned below, on the project template which is to be edited:
To manage the project template, the 'Admin' permission must be assigned to you, your organization, or a user group in which you are a member.
Below are the steps to follow while editing an existing project template:
1. Navigate to the 'Projects' tab and go to the project template that needs to be edited. Use the search and filter options to find the required project template if needed.
Once you have found the required project template, right-click and select 'Edit Template Information'.
2. The 'Edit Template' popup page comes up. This page has five tabs as shown below:
Below is a description of the fields available under the 'Basic Information' tab. This tab contains below details:
Project Name - Edit the name of the project template.
Client Name - This field cannot be edited on a project template.
Geography - This field cannot be edited on a project template.
Viewer - This field cannot be edited on a project template.
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 updated to list the project template being edited with a thumbnail image under the 'Projects' tab.
BIM Enabled - To enable BIM (Building Information Model) on the project template being created.
Two new roles named 'cBIM Publisher' and 'cBIM Viewer' are created by the system automatically within project templates where BIM is enabled.
To understand the options in other tabs, click on the respective links below:
Inheritance Option - To review and update the inheritance of workspace objects if required.
Additional Information - To update additional information on the project template.
Project Settings - To update 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 update the notification email details as required.
Working Calendar - To update the working days and holidays in the project template as required.
Click 'Save' to complete adding a project template after entering the required details.
Next Article: Edit a Project Template - Inheritance Option