Assign Company Templates to Projects

  1. Navigate to the Project level Inspections tool.

  2. Click the Configure Settings icons-settings-gear.png icon.
    Note : For more information on configuring your advanced settings, see Configure Advanced Settings: Inspections.

  3. Click the Templates tab.

  4. Click Import Company Templates .
    Note: This button will be disabled if you have not first Created a Company Level Inspection Template.

  5. Mark the checkbox next to one or more company inspection templates to use on this project.
    Notes:

    • Only templates that you haven't added to your project will appear for you to select.

    • To narrow your options down, filter templates by Type or Trade by clicking the Add Filter drop-down menu.

  6. Click Import Templates .
    Note: Project templates may be modified here throughout the duration of the project, but changes will only be reflected on project inspections that are created from the modified template.