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Written by Patricia Causey · Updated March 20, 2026 Templatizing a project is a powerful way to save time and maintain consistency across multiple projects. By copying an existing project, you can reuse its structure, settings, and even products, making it easier to manage new projects with similar requirements. This guide will walk you through the process of templatizing a project and provide practical use cases, specifically for architectural projects focused on organizing construction material decisions.

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Use cases

  1. Commercial Space Standards
    • Maintain templates for different commercial space types (retail, office, healthcare)
    • Pre-load approved materials that meet specific industry regulations based on Firm Practice.
    • Quickly adapt to client needs while following established standards
  2. LEED/WELL Certification Projects
    • Pre-load templates with approved sustainable materials that meet certification requirements
    • Organize product research by certification credits
    • Easily track and document sustainable material selections for submission

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How to create a project using templates

1

From the homepage or Projects page, click on **New Project**

2

Select **Start From Template**

3

Choose the project to copy from.

The project you select will serve as a Template. We recommend creating project templates that you can use in this step.
4

Decide whether to **copy products**

  1. If your original project (e.g. the template you are using) includes pre-approved products relevant to the project you are creating, leave the option on
  2. If you want to create a blank project to start adding products from scratch, turn the copy products option off
5

Click **Create Project**

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What gets copied?

  • Project Info
    • All project information is copied
    • User must edit details to fit the specific project
    • User becomes project admin and can add collaborators
  • Comparison and Research Data
    • If “copy product” toggle is on, products are copied
    • Displays product comparisons by category
  • Schedules
    • Copies the schedule, with the customizations of the original project (e.g. added fields, hidden fields, sorting options)
    • All shared views are copied (private views are not copied)
    • If you selected to copy products they are displayed in Schedules
  • SpecPlanner Configuration and Settings
    • Copies all section configurations to the new project
    • Products are displayed in their sections, if you selected to copy products

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What doesn’t get copied?

  • Shared Links
    • Any shared links from the original project have not been carried over
  • Saved Searches
    • Saved searches are excluded from the copied project
  • Export History
    • Export history is not included in the new project

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During the creation of new project or copy process

  • A status indicator shows the progress of the copy
  • The copied project image becomes transparent as the copying progresses
  • The project card is disabled until the copying is complete