GuidesTemplates
Save a project as a template
Capture the current project's structure and items for reuse on future builds.
When a project's structure has stabilised, units in place, columns customized, common items filled in, save it as a template so the next similar build starts fully scaffolded.
Steps
Open the project you want to save.
From the project menu (top-right), choose Save as template.
Fill in:
- Template name, what you'll see in the picker. Defaults to the project's name.
- Description (optional), what the template is for. Helpful when your library grows.
Click Save template. The template appears in the template list immediately.
What gets captured
- Project type
- Units (names and order)
- Every spec sheet's items, classifications, notes, and attribute values
- All column customizations per category
What does not get captured
- Image attachments
- Customer name, address, lot, those don't carry to other builds
- Status and completion timestamps
- Comments and audit history
Best practices
- Save once a project has settled into a representative structure. Saving too early bakes in placeholder rows; saving too late means you've already done the work twice.
- Name templates by build type and configuration, not by customer (e.g. "Premium Duplex", not "Smith Project").
- Add a description that explains when to use the template.
- Periodically review the template list, old templates accumulate, and stale ones make the picker noisy.
Editing a template
Templates aren't editable directly. To update a template, start a new project from it, make the changes, save the new project as a new template, then delete the old one.
Deleting a template
From the template list, click a template's menu and choose Delete. Existing projects created from the template are unaffected.