Save as a Project Template

This article helps you understand how to save the structure of an existing project as a project template.

Updated over a week ago

Pre-requisites:

  • Privilege for saving a project as a project template, assigned to you by Asite System Administrator.

Below are the steps to follow while saving the structure of an existing project as a project template:

1. Navigate to 'Projects' tab. In the thumb view, do a mouse hover on the project thumbnail and click on the 'gear' icon.

A layered popup appears showing related options. Click on 'Save Workspace As Template' to begin editing the selected project.

Alternately, in list view do a right click on project record, select 'Save Workspace As Template'.

2. The 'Create Template' popup appears.

Below is a description of the available fields:

Project Name - Name the new project template which you are cloning from selected project.

Client Name - To 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.

Application Installed - Inherited from the selected project, this field cannot be edited.

Select Viewer - Inherited from the selected project, 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 template is created as new.

Subscription - Inherited from the selected project, this field cannot be edited.

BIM - 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 such project templates.

Click 'Save' once done to complete cloning the project from selected project template.



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