Using Project Templates
Project templates are a great way to save yourself time and energy if you frequently need to create projects with the same or similar folder structures, permissions, users or groups.
By creating a template project first, you can then use that to create new projects and include the project settings, project members, project groups, and folder structure from an existing project.
Only a Project Administrator of the project being used as the template, can create new projects from that project.
Create a Project from a Template
Step 1: Create the Template
We recommend creating a shell (template) project to use for as the base for other projects, but you can also just any project that you are an admin for as a template for new projects.
Step 2: Creating New Projects from the Template
Start from the Projects page in Trimble Connect for Browser.
Open your template project's overflow menu.
Select Use as template for a new project.
The New from existing project dialog box opens.
Select the desired configuration (settings, members, groups and/or folder structure) for the new project.
The New Project dialog box will open.
Enter the project name.
Choose the project ownership and corresponding license for the project.
Add other optional details (project image, project description, project start and end date).
Trimble Connect will send email notification once a new project has been created and ready in Trimble Connect. Depending on the sort order of your projects, your new project may appear at the end of the project listing page.
Template Options and Descriptions
Below are the options you can choose to copy to the new project