Project templates
Advantage of project templates
Project templates simplify the setup of new projects. If a new project is created based on a template, central settings, structures and content are already preconfigured. This eliminates the need for manual setup, which saves time and ensures a uniform structure. Project templates are particularly helpful if new projects are to be opened on buildagil on a regular basis.
Use project templates, Automate project start, Standardization of projects, Template-based setup, Uniform project structure
Create a project template
It is advisable to have a specific template project opened in which the desired structure and configuration can be set up (e.g. Folder structure, project settings, etc.). Once the template project has been set up, you can contact Support to have the project template created based on this project.
Create project template, configure template project, define folder structure, define project settings, standard project structure, project template process
Customize the project template
Adjustments to the template project are not automatically transferred to the project template. Changes to the template project (e.g. New folder structures or additional meeting types, new collaborators) must be actively reported to Support. A new version of the template is only created after this message has been sent. The following settings and content can be transferred from the template project.
Project settings
Project details:
- Project logo
- Guideline
Contacts
- Teams
- Contact groups
- Organizational chart
Documents
- Extended folder designations
- File name (file naming conventions)
- Document properties
- QR code configuration
Meetings
- Meeting types
- Agenda items
Protocol templates (for the printed protocol)
- Meetings
- Controls & inspections
Journal
- Journal options
Categories
- Categories
You can find more information on the project settings in the following article: Project settings.
Project contents
- User
- Folder (incl. Archived status)
- Files
- MS Project scheduling
Additional content
- Meetings
- Tasks
- Information
- Decisions
- Topics / Conversations
Company templates are also available for creating this content for tasks & topics, journal entries and inspections & approvals. This allows you to create and reuse cross-project templates for members of your own company. Further information on the company templates can be found in the following articles:
Templates for controls & inspections
Customize project template, Update template, Apply project settings, Copy settings
Updated on: 05/12/2025