Templatizing a project is a powerful way to save time and maintain consistency across multiple projects. By copying an existing project, you can reuse its structure, settings, and even products, making it easier to manage new projects with similar requirements.
This guide will walk you through the process of templatizing a project and provide practical use cases, specifically for architectural projects focused on organizing construction material decisions.
Use cases
Commercial Space Standards
Maintain templates for different commercial space types (retail, office, healthcare)
Pre-load approved materials that meet specific industry regulations based on Firm Practice.
Quickly adapt to client needs while following established standards
LEED/WELL Certification Projects
Pre-load templates with approved sustainable materials that meet certification requirements
Organize product research by certification credits
Easily track and document sustainable material selections for submission
How to create a project using templates
From the homepage or Projects page, click on New Project
Select Start From Template
Choose the project to copy from
The project you select will serve as a Template
We recommend creating project templates that you can use in this step
Decide whether to copy products
If your original project (e.g. the template you are using) includes pre-approved products relevant to the project you are creating, leave the option on
If you want to create a blank project to start adding products from scratch, turn the copy products option off
Click Create Project
Alternatively, you can copy a project by clicking the three dots on the project card and selecting Copy.
What gets copied?
Project Info
All project information is copied
User must edit details to fit the specific project
User becomes project admin and can add collaborators
Comparison and Research Data
If "copy product" toggle is on, products are copied
Displays product comparisons by category
Schedules
Copies the schedule, with the customizations of the original project (e.g. added fields, hidden fields, sorting options)
All shared views are copied (private views are not copied)
If you selected to copy products they are displayed in Schedules
SpecPlanner Configuration and Settings
Copies all section configurations to the new project
Products are displayed in their sections, if you selected to copy products
What doesn't get copied?
Shared Links
Any shared links from the original project have not been carried over
Saved Searches
Saved searches are excluded from the copied project
Export History
Export history is not included in the new project
During the creation of new project or copy process
A status indicator shows the progress of the copy
The copied project image becomes transparent as the copying progresses
The project card is disabled until the copying is complete