Project templates are used to provide a consistent structure for each new project created from the template within Your Site.


Machine generated alternative text:
Add Project 
Project Name 
01 Project Template: 
Advanced Copy 
Edit Project Delete Project 
Project Number 



Why Use Project Templates:


Project templates are empty projects, which can be configured for specific project types so that common repeat tasks do not need to be completed at the creation of each project.  

Machine generated alternative text:
Create from Template (Please Choose one) 
Project Name 
Project Number * 
Simple Template


A project template can contain these elements to be brought forward into new projects created from the Project Template:

  • A customized list of CSI codes.
  • Document and project management folder structures.
  • Master bid lists and packages.
  • Default settings for submittal, RFI, expediting, and transmittal processing (Project Defaults).
  • Project Members (and their set role, permissions, and folder access).
  • Workflow for submittals and cost management.