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Apply a template to a project in ACC

Apply a project template when creating a new project in Autodesk Construction Cloud to save time and ensure consistency in project organization and management.


00:03

Apply a project template when you create a new project in the Autodesk Construction Cloud

00:08

to save time in project creation and to ensure consistency in organizing and managing projects.

00:15

Begin with ACC open to the welcome screen and your project template already created.

00:21

Select the Projects tab, and then click Create project.

00:26

In the Create project dialog, enter the project information, including the project name and number, the account, and the project type.

00:36

Now, expand the Template drop-down, where you see both published and unpublished templates.

00:42

Published templates are available to everyone, while unpublished templates are only available to template members.

00:49

In this case, select Civil Template, and then click Create Project.

00:55

On the Members page, you can adjust member settings as you would for any project, such as assigning products.

01:01

In this case, the Civil Template applied to the project contains two members that were recently added.

01:08

However, those members are not shown here yet, because when working in the cloud, this information can take several minutes to load.

01:16

Next, expand the product picker and select Docs to review the directory structure for the project.

01:22

The first time you access Docs in a new project, you see the Welcome screen, where you need to select the project to open the Files tool.

01:30

Now, you can see the directory structure associated with the selected template.

01:35

Select the Typical folder.

01:38

Here, the files included with the template have been pre-loaded into the project.

01:43

Next to the Project Files folder, click More and select Permission settings.

01:50

Here, you can see the role-based permissions associated with the template.

01:55

If needed, you can further edit these at the project level.

01:60

Now you know how to apply a template to a new project in ACC.

Video transcript

00:03

Apply a project template when you create a new project in the Autodesk Construction Cloud

00:08

to save time in project creation and to ensure consistency in organizing and managing projects.

00:15

Begin with ACC open to the welcome screen and your project template already created.

00:21

Select the Projects tab, and then click Create project.

00:26

In the Create project dialog, enter the project information, including the project name and number, the account, and the project type.

00:36

Now, expand the Template drop-down, where you see both published and unpublished templates.

00:42

Published templates are available to everyone, while unpublished templates are only available to template members.

00:49

In this case, select Civil Template, and then click Create Project.

00:55

On the Members page, you can adjust member settings as you would for any project, such as assigning products.

01:01

In this case, the Civil Template applied to the project contains two members that were recently added.

01:08

However, those members are not shown here yet, because when working in the cloud, this information can take several minutes to load.

01:16

Next, expand the product picker and select Docs to review the directory structure for the project.

01:22

The first time you access Docs in a new project, you see the Welcome screen, where you need to select the project to open the Files tool.

01:30

Now, you can see the directory structure associated with the selected template.

01:35

Select the Typical folder.

01:38

Here, the files included with the template have been pre-loaded into the project.

01:43

Next to the Project Files folder, click More and select Permission settings.

01:50

Here, you can see the role-based permissions associated with the template.

01:55

If needed, you can further edit these at the project level.

01:60

Now you know how to apply a template to a new project in ACC.

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