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Buildable area analysis templates

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Save time when running the Buildable area analysis by saving common settings as a template.

 

Save settings as a template

You have two options when saving a template.

  • User-level Save. These templates are visible and usable only by you.
  • Shared Save. These templates are visible and usable by any and all other users at your Company who are able to run the Buildable area analysis.

To save a new template:

  1. Open the Buildable Area Analysis form and fill in desired buildable area analysis settings
  2. Click inside the Template Name box in the lower right-hand corner of the Buildable Area Analysis form and enter a template name.
Prospect_Projects_Buildable-area_Template_01.png
  1. Click Save to save the template for yourself. Click the arrow and select Save as shared template to save the template for use by others at your Company.
Prospect_Projects_Buildable-area_Template_02.png

If your company uses the Buildable area analysis in more than one country, consider including the name of the country the template is for in the name of the template. A template configured for Spain will not apply to Germany, for example.

Open a saved template

If someone at your Company saved a shared template, the shared template appears alongside your own user-level templates. To open a template: 

  1. Click Templates
  2. Select from the list the template you want to load

The list is grouped by MY TEMPLATES and SHARED TEMPLATES.

Prospect_Projects_Buildable-area_Template_Open-saved.png

Save a personal template as a shared template

You can save a previously created Buildable area analysis template as a shared template so that others in your organization can use the same template. 

  1. In the Templates dropdown menu (at the bottom of the Buildable Area Analysis form), select the previously created template that you want to share. 
Prospect_Projects_Buildable-area_Template_Save-shared_01.png

This will populate the form with the selected settings. 

  1. In the Templates dropdown menu, scroll down to the bottom of the menu and click on Create New Template (the form will still retain the previously selected settings from the original template).
Prospect_Projects_Buildable-area_Template_Save-shared_02.png
  1. Give the new shared template a name in the Template Name field.
  2. Click on the down arrow to the right of the Save button and click Save as shared template
Prospect_Projects_Buildable-area_Template_Save-shared_03.png

Update and delete templates

Use the Update button to apply edits to a saved template. 

Use the trash can button to delete a saved template. 

For shared templates, any user on the company is able to update or delete the template.

Prospect_Projects_Buildable-area_Template_Update-remove.png

 

 

 

 

 

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