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About creating project templates
You can create a custom project template using the following methods:
- Open an existing template file, modify the settings as necessary, and save it as a new template (RTE) file.
- Start with a blank project file, define all settings for it, and then save it as a template (RTE) file.
- Start with a blank project file. Create and specify names for views, levels, schedules, and sheets. Create a construction documentation set by creating sheets and adding empty views to the sheets. Save the project as a template file. When you create a project using the template and start to draw geometry in the views, the views on the sheets update. This strategy automates the creation of construction documentation. See Digital Cartoon Sets.
- Start with a project that includes geometry that can be used as a base for new projects. For example, if you have defined geometry for a college campus and want to include that geometry in multiple new projects for the college, save the project with the geometry as a template. Each time you open a project with this template, the geometry is included.
To create a project template
- Click NewProject.
- In the New Project dialog, under Template file, select:
- None to create your template from a blank project file.
- Browse to base your template on an existing project template. Navigate to the template location.
- Under Create new, select Project template.
- Click OK.
NoteIf you do not base the template on an existing template, the Select Initial Units dialog displays. Specify Imperial or Metric units.
- Define settings.
- Create any geometry that will be used as a base in future projects.
- Click Save AsTemplate.
- Enter a name and select a directory for the template.
- Click Save.
- Add project templates to the template list for the Recent Files window and the New Project dialog.