Project templates help you streamline requirement creation across similar projects. If your team commonly requests the same closeout documents for similar project types, you can create a template with those requirements and import it during project setup.
In this article:
Creating Project Templates
Note: Creating a project template requires account admin permissions. Anyone can use a project template, but only an admin can create or modify them.
To create a template, go to Account Settings, select the Templates tab, and click New Project Template:
Give your new template a name and click Create:
Add Requirements to your template by clicking New Requirement:
Next, select the Requirement type and click Next Step:
Select the Category in the drop-down, enter the Requirement's description (optional), and click Create:
Repeat the steps above to create a comprehensive list of Requirements for your template:
Import Requirements with a Template
In the project Requirements view, select the Requirements tab, click More, and select Import from Template:
Select the checkbox next to the template you wish to use and then click Next Step:
Assign Requirements by selecting individual cells or assign a Requirement to all companies by clicking the Requirement title. Once complete, click Import:
