Use a project as a template

Use a project as a template

When creating a new project in BIMcollab Cloud you can make use of an existing project as a template and copy its settings.
In the section 'Template project', choose the existing project you want to use as a template and enable the options to copy the Team members, Areas, and Milestones, as well as the Custom and Mandatory fields in Connected and Enterprise spaces.
Smart views, Clash rules and List definitions which have been added to the Shared folders of the template project in BIMcollab ZOOM, can be copied to the new project as well. 
Labels, types, groups and priorities will always be copied, along with Project owner. If necessary, these settings can still be edited later, on the Settings page of the project.



When you work with company standards for all or some of these values, set up a template project to use specifically for this purpose.
  1. Create a new project in your BIMcollab Cloud space, and give it a name so it is recognizable as the template project
  2. Add all project leaders in the space as team members to the project
  3. Add all correct issue properties, like Areas, Milestones and Labels, to the project
  4. In BIMcollab ZOOM, put all company Smart views, Clash rules and List definitions in the Shared folder of the project



  5. When creating any new project, use the template project to copy all values which are needed for the project

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