In this article
Before You Start
Project templates are not available on Basic or Pro. Upgrade your plan to take advantage of this feature.
To create Project Templates, and set/remove Default Project Templates, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission;
Managing Project Templates is only available on the Web.
Create a Project Template
Log in to CompanyCam.
From the left-hand navigation bar, select Templates.
Select "+ Create Project Template".
Name the Project Template and add a description
Select and add any Checklist Templates, Report Templates, or Project Documents that you’d like included within the Project Template. Once selected, click on Add to Project Template.
Note: Changes made to your Project Template will be updated and saved automatically.
Set or Remove a Default Project Template
From the Templates Manager page, click on the Projects tab.
Click on the three dots on the right side of the Project Template you'd like to save as a default, and then click on Set as Default Template.
To remove the Default Template, click on the three dots on the right side of the Project Template, and select Remove as Default Template.
Using a Project Template
On the Web
Create a New Project.
Enter Project Details (Name and Address) and then select Use Project Template.
Select the Project Template that you'd like to use.
Select Create Project to begin adding or uploading photos.
In the app
Log into CompanyCam.
Select Create Project.
Type Project Address or Confirm Project Location.
Name the Project and select Use Project Templates
Select your Project Template
Once you've selected your Project Template, you'll be able to Create your project.
You can now start taking or uploading Project photos!
Now that you've created your project, you can start capturing and uploading photos!