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Project Templates



Project templates allow you to save the settings of a past or present project and apply it to another. Project templates can be created with a few clicks so when you can create a new project you simply select an existing project template.

When you create a project template, the following settings are saved within the template:

  • Default due date for new issues
  • Default issue color attribute property
  • Issue mandatory attributes
  • Teams (Team members must be reassigned manually)
  • All the issue attributes (Zones, Phases, Status, Types, Labels & Priorities)
  • Viewer categories appearance overrides

The following items will NOT be saved with the project template:

  • Issues
  • Assigned user and their roles
  • 3D Models & Sheets
  • Saved views
  • Quick Filters templates
  • Reports templates

There are two actions required to create a template based on a project. First create the template from the project settings menu. Second is to create the project using a template.

Create a template

To create a project template, you must be a hub administrator and project administrator of the project you would like to export as a template. If you meet those two conditions, you will have access to the template creation window in the project setting page.

Step-by-step procedure:

  1. From the web platform, select a project.
  2. Open the “Project Settings” page.
  3. Locate and click the gear icon  at the top right corner of the page.
  4. Select “Create Template” from the list.
  5. Enter a name for the template in the text field.
  6. Lastly, click  to save the template.


Create a Project Based on a Template

Once you have saved a project template, you can create new projects using the exported project settings. One thing to keep in mind is, to create projects, you need to be a hub administrator.

Step-by-step procedure:

  1. From the web platform, open the “Projects” page.
  2. Locate and click the  button.
  3. In the popup window, enter a name for your project.
  4. Using the drop-down menu, select the template to be applied to the new project.
  5. Lastly, click the  button to create the project.

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