Articles on: Project

Project Templates

Benefits of Project Templates
Creating a Project Template
Customizing the Project Template

Benefits of Project Templates

Project templates simplify the setup of new projects. When a new project is created based on a template, key settings, structures, and content are already preconfigured. This eliminates the need for manual setup, saving time and ensuring a consistent structure. Project templates are especially helpful when new projects need to be created regularly on buildagil. For more information on creating new projects, see the following article: Project Start & Project Completion.

Project templates are available to companies with a Team package. For more information about the packages, please visit the following link: Packages.

Use project templates, automate project startup, standardize projects, template-based setup, consistent project structure

Creating a Project Template

We recommend having a specific template project created in which the desired structure and configuration can be set up (e.g., folder structure, project settings, etc.). Once the template project has been set up, you can contact Support to have the project template created based on this project.

Create a project template, configure a template project, define a folder structure, set project settings, default project structure, project template process

Customizing the Project Template

Changes made to the template project are not automatically applied to the project template. Changes to the template project (e.g., new folder structures, additional meeting types, or new employees) must be sent as an active message to Support. A new version of the template will be created only after this message has been sent. It is recommended that changes to the template project not be made on an ongoing basis, but rather be compiled and periodically submitted to Support for incorporation into the project template. This prevents new projects from having different structures depending on when they were created. In addition, this approach allows for control over which changes are actually incorporated into the template, especially when multiple people have access to the template project. The following settings and content can be imported from the template project.

project settings
Project Details:

Project logo
guideline

Contacts

Teams
Contact Groups
organizational chart

Documents

Expand folder names
File naming (file naming conventions)
Document Properties
QR Code Configuration

Meetings

Meeting Types
Agenda Items

Protocol Templates (for printed protocol)

Meetings
Controls & Inspections

Journal

Journal Options