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Project Template Additional Functionality

Project Template Additional Functionality

Project Templates need to have additional functionality added to them so that new projects don't need so many additional steps taken to get the project setup with the appropriate company standards.

 

  • Sheet Discipline - The order and custom designations need to be added to the template so they don't need to be setup after a project is setup
  • Report Templates - seems like a no-brainer, but maybe the currently in-beta Insight Builder will resolve this?

 

I'm sure others have more, but these are the 2 that I bang my head against my desk every time I create a new project.

4 Comments
Brett.Krouskop
Participant

The sheet discipline one seems like a glaring oversight.

DwaneL-FGMA
Contributor

Throw another one in there...default Permissions for Issues.  Would be great to be able to set this in our Template as a default, then let projects change things if needed.

 

DwaneLFGMA_0-1716307511250.png

 

mthomas99EQC
Contributor

Add the functionality to define Sheet Collections in the project template so all projects created from the template will have Collections setup for sheets to be uploaded to.

sarah_garcia
Participant

Would also like the ability to template permissions in Specifications (have to add the ability to edit manually on every job) and the ability to select default numbering in Submittals.

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