Pre-requisites:
Privilege for saving a project as a project template, assigned to you by the Asite System Administrator.
Below are the steps to follow while saving the structure of an existing project as a project template:
Navigate to the 'Projects' tab. In the thumb view, mouse over the project thumbnail and click the
icon.
A layered popup appears, showing related options. Click 'Save Workspace As Template'.
Alternately, right-click on the project record in the list view and select 'Save Workspace As Template'.
The 'Create Template' pop-up appears.
Below is a description of the available fields:
Project Name - Name the new project template you are cloning from the selected project.
Client Name - Select the client organisation (owner of the project template) from a list of organisations registered with Asite.
The 'Client Name' chosen when creating a project template cannot be changed later, even when cloning a project from 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. The 'Geography' chosen when creating a project template cannot be changed later. However, it can be changed while creating a cloned project out of that template.
Status - By default, it is open and cannot be changed until after creation.
Subscription - Inherited from the selected project; this field cannot be edited.
BIM - To enable BIM (Building Information Model) on the project template under creation.
Once done, click 'Save' to complete cloning the project from the selected project template.