Project Templates

Learn how to streamline the process of creating multiple projects by setting up project templates.

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About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Project Templates!  

In this course, we’ll look at how to streamline the process of creating multiple projects by using project templates. You will learn how to configure settings in a project template for tools such as "Files", "Issues", and "Forms"—ensuring that you'll be able to set up future projects in no time with the same settings!  

Who should take this course? 

This course is designed for office teams, specifically "Project administrators", in charge of setting up projects, as well as "Account administrators" in charge of setting up account-level templates.

We’ll cover: 

  • Creating and configuring a new template 
  • Creating a template from an existing project 
  • Creating a project from a template 
  • Creating account-level project templates as "Account administrators"

Curriculum21 min

  • Introduction to "Project Templates" 1 min
  • Setting Up Project Templates
  • Creating a New Template 2 min
  • Configuring a New Template 3 min
  • Building a New Template 1 min
  • Creating a Template from an Existing Project 3 min
  • Managing
  • Creating a New Project from a Template 2 min
  • Creating Form Templates in the “Library” 3 min
  • Managing Parameters in the “Library” 2 min
  • Creating Cost Settings in the “Library” 3 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Project Templates!  

In this course, we’ll look at how to streamline the process of creating multiple projects by using project templates. You will learn how to configure settings in a project template for tools such as "Files", "Issues", and "Forms"—ensuring that you'll be able to set up future projects in no time with the same settings!  

Who should take this course? 

This course is designed for office teams, specifically "Project administrators", in charge of setting up projects, as well as "Account administrators" in charge of setting up account-level templates.

We’ll cover: 

  • Creating and configuring a new template 
  • Creating a template from an existing project 
  • Creating a project from a template 
  • Creating account-level project templates as "Account administrators"

Curriculum21 min

  • Introduction to "Project Templates" 1 min
  • Setting Up Project Templates
  • Creating a New Template 2 min
  • Configuring a New Template 3 min
  • Building a New Template 1 min
  • Creating a Template from an Existing Project 3 min
  • Managing
  • Creating a New Project from a Template 2 min
  • Creating Form Templates in the “Library” 3 min
  • Managing Parameters in the “Library” 2 min
  • Creating Cost Settings in the “Library” 3 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

Welcome to Autodesk Construction Cloud Learning Center!

Welcome to the new Autodesk Construction Cloud™ Learning Center! If you previously took courses on Learn BIM 360, your courses can be found in the BIM 360 tile on the Courses page. We hope you enjoy exploring our new content for all of our Autodesk Construction Cloud™ products.

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