Create a new template project
As an administrator in a space, you can create project templates in which all project properties, like issue settings and team members, are saved. New projects can be created based on a template, so all of these settings are already present.
Once there is at least one template present in the space, it is possible to enforce the use of templates, so you can ensure all projects are based on the same properties.
To create a template, click on the button 'New project' in the upper right corner of the 'My Projects' page.
Choose a name to identify the template.
You can start with a new and clean project, OR choose an existing project or a different template to use as a starting point for the new template.
Check the 'Create as template' box.
Go to the 'General' tab of the project 'Settings' page, add information like the start and end dates, and change settings if needed.
Define other project properties in the following tabs on the Settings page.
The created template can be used as a project template for new projects.
The template is visible on the 'My Projects' page for all users who are added as a project leader to the project. Other team members will only be able to choose the template when creating a new project, but will not see it on their 'My projects' page.
⚠️ Attention: Only administrators can create templates. If you cannot see the 'Create as template' button, you do not have administrative rights in the space. Contact the space administrator to adjust your rights if necessary.
Add BIM requirements to your template
Smart Views, Clash rules, and Lists can only be included in a project template by using an active project because you need to be able to connect to it via BIMcollab Zoom.
Create an active project with settings and BIM requirements of your company standards:
Create a new project in your BIMcollab space
Add all project leaders in the space as team members to the project
Add all correct issue properties to the project (Milestone, Areas, Labels, Types, Priorities, Groups, Custom fields)
Then open BIMcollab Zoom and connect to your new project
Put all company Smart Views, Clash rules, and List definitions in the shared folder of the project and synchronize
Now your new project is ready to be made into a template
Create a template project based on the project you have just set up
In BIMcollab, create a new project
Select the previously created project as 'Project template'
Create a project template
Enforce the use of templates
When there are templates present in the BIMcollab space, the use of templates can be enforced. So while creating a project, the users can only choose one of the templates. When not enforced, users can create a blank project or choose any template or project they are a part of to copy the settings from.
Go to the Administration dashboard by clicking on the gear icon in the top right corner
On the 'Space Administration' page, go to the 'Settings' tab
In the field 'Enforce the use of project templates', select 'Yes'
⚠️ Attention: Administrators can always choose any project to copy the settings from, even when templates are enforced.