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Create a Template Project

A walkthrough on creating template projects for a region

Allsite Support avatar
Written by Allsite Support
Updated over 3 weeks ago

Template projects allow an organization to manage default settings for a particular region. Templates are used in the Create Project workflow - template projects are the default that a project will inherit it's settings from.

To create a template, click the Create Template button

Talk to your admin if you can't see the create template button. Only people with the "Administer Civil Data" permission in the organization can do this.

Select the location of the project and enter a name for the template. The location is important as it will determine the order in which the template is shown to the user when they are creating a new project and inheriting settings.

Next select the settings you want your template to inherit from, this could be another template or a project previously created. If there are no projects that have been created near your template you can just select continue and edit the template settings afterwards.

After selecting the settings to inherit from, select Confirm Settings and then click the "Create Project" button.

After the template has been created you will see the project overview. You can then change settings as necessary similar to a regular project.

Template projects show up in the project and organisation dashboard and can be filtered accordingly.

Click the below walk through for more details

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