Templatizing a project is a powerful way to save time and maintain consistency across multiple projects. By copying an existing project, you can reuse its structure, settings, and even products, making it easier to manage new projects with similar requirements.
This guide will walk you through the process of templatizing a project and provide practical use cases, specifically for architectural projects focused on organizing construction material decisions.
Use Cases :
Commercial Space Standards
Maintain templates for different commercial space types (retail, office, healthcare)
Pre-load approved materials that meet specific industry regulations based on Firm Practice.
Quickly adapt to client needs while following established standards
LEED/WELL Certification Projects
Pre-load templates with approved sustainable materials that meet certification requirements
Organize product research by certification credits
Easily track and document sustainable material selections for submission
How to create a project using templates
1. Click "New Project"
Start by navigating to the "New Project" option on the Project Dashboard.
2. Select "Start From Template"
Choose the option to start your new project from an existing template/project.
3. Choose the Project to Copy
Select the project you want to use as a template.
4. Configure Copy Options
Decide whether to copy products.
5. Click "Create Project"
Once configured, click to create the new project.
Alternatively, you can copy a project by clicking the three dots on the project card and selecting "Copy."
What Gets Copied?
Project Info
All project information is copied.
User must edit details to fit the specific project.
User becomes project admin and can add collaborators.
Comparison and Research Data
If "copy product" toggle is on, products are copied.
Displays product comparisons by category.
Schedules
Copies all schedules, initially empty.
If products are copied, the saved product is included in each schedule.
All settings related to views, filters, and sorting are replicated.
SpecPlanner Configuration and Settings
Copies all section configurations to the new project.
Products are not copied unless "copy product" is enabled.
If enabled, copies products specific to their sections in the SpecPlanner.
What doesn't get copied:
Shared Links
Any shared links from the original project have not been carried over.
Saved Searches
Saved searches are excluded from the copied project.
Export History
Export history is not included in the new project.
During the Creation of New Project or Copy Process :
A status indicator shows the progress of the copy.
The copied project image becomes transparent as the copying progresses.
The project card is disabled until the copying is complete.
Note: The copy feature respects your original project structure while allowing you to start fresh with a familiar setup.