& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Transcript
00:02
Account
00:03
Administrators can create project templates
00:05
with typical configurations of members,
00:09
permissions, teams and entitlements
00:12
that can be used in multiple projects. For quick set up
00:16
account admins can then give access to the templates to project
00:20
admins who can modify the templates and create projects from them.
00:25
Let's look at creating a new project template in
00:28
the Autodesk Construction Cloud. From the my home page,
00:32
click on the project template tab.
00:35
You can also access project templates from the
00:38
Account Admin product and select project templates.
00:43
Click create project template.
00:46
In the create template dialog box, select create blank template, then click next.
00:53
Enter a template name and expand account drop down list to
00:57
select the hub for which you are creating a template.
01:01
Then click create template.
01:03
Note that the template that is created is
01:06
only available for use in the selected account.
01:10
The configuration page will display,
01:12
giving you access to the details and permissions tabs.
01:16
Let's take a look at what you can do in each of these tabs.
01:20
The details tab allows members to create a project from the project template,
01:25
archive the project template,
01:28
rename the project template
01:30
and publish the project template
01:32
so anyone in the hub can use it to create a new project.
01:35
To create a project from the project template,
01:38
verify that the correct project template is selected at the top of the page,
01:43
then click create project.
01:46
In the create project dialog box,
01:48
enter all information necessary for your project and click create project.
01:55
To archive a project template,
01:57
click archive.
01:59
In the archive template, dialogue box, click archive.
02:04
To restore the project template,
02:06
verify you are in the account admin product project templates tool,
02:12
click on the archive tab and find the project template.
02:16
Click on the ellipsis and select restore.
02:21
In the restore template dialog box, click restore template.
02:26
If you want to change the name of the template,
02:29
click the pencil icon next to the template name in the general section.
02:34
Edit the template name and click the checkmark icon when finished.
02:40
When you are ready to publish the project template so that all
02:43
members in the account that can create projects can see the template,
02:48
go to the advanced section and click the publish template toggle
02:52
to change it to yes. In the publish project template
02:55
dialogue box,
02:57
click publish.
02:60
The permissions tab allows you to add, edit, or remove
03:03
template members who can create a project using this template
03:07
or modify the template.
03:09
To add template members, click add template members.
03:14
In the add template members dialogue box, enter the member's email address,
03:18
then select their company and role.
03:21
You can also accept the assign from account admin option
03:25
and the members assigned company and role will
03:28
carry over from their account settings.
03:31
In the access level section,
03:33
set the member's access level.
03:35
If you want to allow the member to modify the project template, select project admin.
03:42
Next, set the product access option to automatically
03:45
give the member access to the checked products,
03:48
when a project is created using this template.
03:52
When finished, click add template members.
03:56
If you want to edit or remove a template member from the project template,
03:60
click on the template member's name
04:03
in the template member's flyout,
04:05
edit any user setting, or click the ellipsis in
04:08
the upper right corner and select remove member.
04:12
Then in the remove member dialog box, click remove member.
00:02
Account
00:03
Administrators can create project templates
00:05
with typical configurations of members,
00:09
permissions, teams and entitlements
00:12
that can be used in multiple projects. For quick set up
00:16
account admins can then give access to the templates to project
00:20
admins who can modify the templates and create projects from them.
00:25
Let's look at creating a new project template in
00:28
the Autodesk Construction Cloud. From the my home page,
00:32
click on the project template tab.
00:35
You can also access project templates from the
00:38
Account Admin product and select project templates.
00:43
Click create project template.
00:46
In the create template dialog box, select create blank template, then click next.
00:53
Enter a template name and expand account drop down list to
00:57
select the hub for which you are creating a template.
01:01
Then click create template.
01:03
Note that the template that is created is
01:06
only available for use in the selected account.
01:10
The configuration page will display,
01:12
giving you access to the details and permissions tabs.
01:16
Let's take a look at what you can do in each of these tabs.
01:20
The details tab allows members to create a project from the project template,
01:25
archive the project template,
01:28
rename the project template
01:30
and publish the project template
01:32
so anyone in the hub can use it to create a new project.
01:35
To create a project from the project template,
01:38
verify that the correct project template is selected at the top of the page,
01:43
then click create project.
01:46
In the create project dialog box,
01:48
enter all information necessary for your project and click create project.
01:55
To archive a project template,
01:57
click archive.
01:59
In the archive template, dialogue box, click archive.
02:04
To restore the project template,
02:06
verify you are in the account admin product project templates tool,
02:12
click on the archive tab and find the project template.
02:16
Click on the ellipsis and select restore.
02:21
In the restore template dialog box, click restore template.
02:26
If you want to change the name of the template,
02:29
click the pencil icon next to the template name in the general section.
02:34
Edit the template name and click the checkmark icon when finished.
02:40
When you are ready to publish the project template so that all
02:43
members in the account that can create projects can see the template,
02:48
go to the advanced section and click the publish template toggle
02:52
to change it to yes. In the publish project template
02:55
dialogue box,
02:57
click publish.
02:60
The permissions tab allows you to add, edit, or remove
03:03
template members who can create a project using this template
03:07
or modify the template.
03:09
To add template members, click add template members.
03:14
In the add template members dialogue box, enter the member's email address,
03:18
then select their company and role.
03:21
You can also accept the assign from account admin option
03:25
and the members assigned company and role will
03:28
carry over from their account settings.
03:31
In the access level section,
03:33
set the member's access level.
03:35
If you want to allow the member to modify the project template, select project admin.
03:42
Next, set the product access option to automatically
03:45
give the member access to the checked products,
03:48
when a project is created using this template.
03:52
When finished, click add template members.
03:56
If you want to edit or remove a template member from the project template,
03:60
click on the template member's name
04:03
in the template member's flyout,
04:05
edit any user setting, or click the ellipsis in
04:08
the upper right corner and select remove member.
04:12
Then in the remove member dialog box, click remove member.
Account administrators can create project templates with typical configurations of members, permissions, teams, and entitlements that can be used in multiple projects for quick setup. Account admins can then give access to the templates to project admins, who can modify the templates and create projects from them.
The Details tab allows members to create a project from the project template, archive the project template, rename the project template, and publish the project template so anyone in the hub can use it to create new projects.
The Permissions tab allows you to add, edit, or remove template members who can create a project using this template.
To add members as template members in a project template, they must first be added to the hub by the account admin. If the account admin has already assigned a company and role to these members, the Assign from Account Admin option will appear when adding them as template members. If a different company or role is required for the specific project template, you can modify or add additional company or role details as needed.