Create and configure a project template in Autodesk Construction Cloud to ensure consistency and save time across projects within your account.
Transcript
00:03
You can create a project template in the Autodesk Construction Cloud to use as a starting point for a new project.
00:10
And, since Civil 3D recognizes the folders that are set up in ACC, this not only saves time,
00:17
but also ensures consistency across projects within the same account.
00:23
Begin in ACC on the Welcome screen.
00:26
Click the Project Templates tab to view the templates you have access to.
00:31
Note that when you create a template, that template can only be used in the account in which it was created.
00:38
If you do not see the Create project template button, check with your Account Administrator to enable this for you.
00:45
Here, you can click to Learn more about creating templates, or you can close this panel.
00:51
To create a new template, click Create project template.
00:55
In the Create template dialog, you can create a template from an existing project or create a blank template.
01:02
In this example, select Create a blank template.
01:07
Click Next.
01:09
Type a name for your template, select your Account, and then click Create template.
01:15
Once it is created, navigating a template is like a project.
01:20
You see the template name at the top, and when you expand the product picker, you see the available modules.
01:28
Here, Project Admin is selected, and the Configuration options are shown.
01:34
To add members, on the Permissions tab, click Add template members.
01:40
In the corresponding dialog, expand the drop-down of member emails, and select members to add.
01:46
You can also assign a Company, Role, and Access level.
01:52
The access level you choose will determine if the template member can view or edit the template.
01:58
Finally, select the products that you want each member to be able to access.
02:03
When finished, click Add template members.
02:07
Back in the Configuration settings, you can select a template member to adjust their properties.
02:14
Click the More menu to remove a member from a template.
02:18
When finished, close the member properties.
02:22
The members shown not only have access to contribute to the template,
02:26
but they are currently the only members who can create projects from this template.
02:30
Select the Details tab.
02:33
In the Advanced section, toggling on Publish the template makes this template available to anyone with the rights to create a project.
02:41
When this option is Toggled off, the template is only available to template members.
02:47
You can also edit the Template name here, if needed.
02:52
Expand the product picker and select Docs.
02:55
Notice that this mirrors the Configuration settings in the Project Admin module.
03:01
In the navigation panel, select Files to access the directory structure for the template.
03:07
Like setting up a project directory, when you click More,
03:11
or right-click a folder and select Add subfolder, you can build out your folder hierarchy.
03:18
In this example, several folders are added within Project Files, including a folder called “C3D Data” to be used as the working folder.
03:28
Next, assign folder permissions.
03:32
Click the More menu for a folder—in this case, Project Files—and select Permission Settings.
03:39
Permissions for templates are role-based, because roles are universal.
03:45
This differs from permissions for projects, which can be set up by company and by individual user.
03:51
Once you create a project from a template, you can then further edit the permissions by company and user.
03:58
To add a role, click Add.
04:01
In the Add dialog, add field, begin typing and then select Engineer.
04:08
Expand Permissions and, in this case, choose Edit.
04:13
This enables any member with a role of Engineer to view, download, publish markups, upload, and edit.
04:22
Permissions assigned to a parent folder are inherited by subfolders, as you can see here in the C3D data folder.
04:30
Note that you can increase, but not decrease, permissions in subfolders,
04:35
so best practice is to apply the most restrictive permissions at the highest-level folder.
04:41
Add another permission to the Documentation folder.
04:45
Click Add, then apply Create permissions for the Architect role.
04:52
Now, architects can only see the Documentation and Typical folders for this project template.
04:58
Additionally, you can add content to a template, such as files that you want available for every project.
05:06
In the Typical folder, click Upload.
05:09
In the Upload Files dialog, select Upload from your computer and then select the appropriate files—in this case, two Word docs.
05:19
Click Open, then Done, and close the Upload progress window.
05:25
You can see that these files are now available.
05:28
Note that you can upload any file type accepted by the cloud.
05:33
With templates, you can pre-load settings for future projects.
05:38
In the navigation panel, select Issues.
05:42
Here, expand a category to see the associated issue types and its status.
05:49
You can change the Status to Active or Inactive.
05:53
To do so, select the category, and then in the Edit Category panel, expand Status and select Inactive.
06:01
Click Deactivate to confirm.
06:05
Follow the same steps to deactivate Quality.
06:09
You can also create issue categories and types by clicking Create.
06:14
These settings are now presets for projects created with this template, but you can further edit them at the project level as well.
06:22
Next, select Statuses to see that you can also activate or deactivate individual statuses.
06:30
To add members to all projects created from this template,
06:33
switch to the Project Admin module, select Members, and then click Add project members.
06:42
As you can see, this dialog has the same settings as the Add template members dialog.
06:48
Here, two members are added, and product access is granted for Design Collaboration and Model Coordination.
06:56
When finished, click Add Project Members, and the members are pre-loaded to any projects created with this template.
07:04
Your selections auto-save in the cloud, so this new template is now ready to be applied to a new project.
00:03
You can create a project template in the Autodesk Construction Cloud to use as a starting point for a new project.
00:10
And, since Civil 3D recognizes the folders that are set up in ACC, this not only saves time,
00:17
but also ensures consistency across projects within the same account.
00:23
Begin in ACC on the Welcome screen.
00:26
Click the Project Templates tab to view the templates you have access to.
00:31
Note that when you create a template, that template can only be used in the account in which it was created.
00:38
If you do not see the Create project template button, check with your Account Administrator to enable this for you.
00:45
Here, you can click to Learn more about creating templates, or you can close this panel.
00:51
To create a new template, click Create project template.
00:55
In the Create template dialog, you can create a template from an existing project or create a blank template.
01:02
In this example, select Create a blank template.
01:07
Click Next.
01:09
Type a name for your template, select your Account, and then click Create template.
01:15
Once it is created, navigating a template is like a project.
01:20
You see the template name at the top, and when you expand the product picker, you see the available modules.
01:28
Here, Project Admin is selected, and the Configuration options are shown.
01:34
To add members, on the Permissions tab, click Add template members.
01:40
In the corresponding dialog, expand the drop-down of member emails, and select members to add.
01:46
You can also assign a Company, Role, and Access level.
01:52
The access level you choose will determine if the template member can view or edit the template.
01:58
Finally, select the products that you want each member to be able to access.
02:03
When finished, click Add template members.
02:07
Back in the Configuration settings, you can select a template member to adjust their properties.
02:14
Click the More menu to remove a member from a template.
02:18
When finished, close the member properties.
02:22
The members shown not only have access to contribute to the template,
02:26
but they are currently the only members who can create projects from this template.
02:30
Select the Details tab.
02:33
In the Advanced section, toggling on Publish the template makes this template available to anyone with the rights to create a project.
02:41
When this option is Toggled off, the template is only available to template members.
02:47
You can also edit the Template name here, if needed.
02:52
Expand the product picker and select Docs.
02:55
Notice that this mirrors the Configuration settings in the Project Admin module.
03:01
In the navigation panel, select Files to access the directory structure for the template.
03:07
Like setting up a project directory, when you click More,
03:11
or right-click a folder and select Add subfolder, you can build out your folder hierarchy.
03:18
In this example, several folders are added within Project Files, including a folder called “C3D Data” to be used as the working folder.
03:28
Next, assign folder permissions.
03:32
Click the More menu for a folder—in this case, Project Files—and select Permission Settings.
03:39
Permissions for templates are role-based, because roles are universal.
03:45
This differs from permissions for projects, which can be set up by company and by individual user.
03:51
Once you create a project from a template, you can then further edit the permissions by company and user.
03:58
To add a role, click Add.
04:01
In the Add dialog, add field, begin typing and then select Engineer.
04:08
Expand Permissions and, in this case, choose Edit.
04:13
This enables any member with a role of Engineer to view, download, publish markups, upload, and edit.
04:22
Permissions assigned to a parent folder are inherited by subfolders, as you can see here in the C3D data folder.
04:30
Note that you can increase, but not decrease, permissions in subfolders,
04:35
so best practice is to apply the most restrictive permissions at the highest-level folder.
04:41
Add another permission to the Documentation folder.
04:45
Click Add, then apply Create permissions for the Architect role.
04:52
Now, architects can only see the Documentation and Typical folders for this project template.
04:58
Additionally, you can add content to a template, such as files that you want available for every project.
05:06
In the Typical folder, click Upload.
05:09
In the Upload Files dialog, select Upload from your computer and then select the appropriate files—in this case, two Word docs.
05:19
Click Open, then Done, and close the Upload progress window.
05:25
You can see that these files are now available.
05:28
Note that you can upload any file type accepted by the cloud.
05:33
With templates, you can pre-load settings for future projects.
05:38
In the navigation panel, select Issues.
05:42
Here, expand a category to see the associated issue types and its status.
05:49
You can change the Status to Active or Inactive.
05:53
To do so, select the category, and then in the Edit Category panel, expand Status and select Inactive.
06:01
Click Deactivate to confirm.
06:05
Follow the same steps to deactivate Quality.
06:09
You can also create issue categories and types by clicking Create.
06:14
These settings are now presets for projects created with this template, but you can further edit them at the project level as well.
06:22
Next, select Statuses to see that you can also activate or deactivate individual statuses.
06:30
To add members to all projects created from this template,
06:33
switch to the Project Admin module, select Members, and then click Add project members.
06:42
As you can see, this dialog has the same settings as the Add template members dialog.
06:48
Here, two members are added, and product access is granted for Design Collaboration and Model Coordination.
06:56
When finished, click Add Project Members, and the members are pre-loaded to any projects created with this template.
07:04
Your selections auto-save in the cloud, so this new template is now ready to be applied to a new project.
