current project Default File Location Transfer Project Standards - - PowerPoint PPT Presentation

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Apr 03, 2023 19 likes •120 views

Creating Templates from Set template as default current project Default File Location Transfer Project Standards BPs Model Management Setting up a Fabrication eTransmit Template Audit / Purge Review Warnings

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Creating Templates from

current project

Transfer Project Standards
Setting up a Fabrication

Template

Shared and Project

Parameters

Set template as default
Default File Location
BP’s Model Management
eTransmit
Audit / Purge
Review Warnings
Remove Links/Imports/Images
Versioning! (2017-18)

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One method for getting a company made

template is to start with a default. The next project starts from the last.

Transfer Project Standards from project into

existing template to update.

Start with an out of the box template and

customize.

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Family types - System families only
Global parameters
View templates, filters, browser organization,

materials, and object styles

Mechanical settings, piping, and electrical settings
Annotation styles, color fill schemes, and fill

patterns

Print settings

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When system families rely on other system

families, all of the related families must be transferred at the same time in order for their relationships to be maintained.

View templates and filters must be transferred at

the same time to maintain their relationships.

When transferring view templates and filters. In

target project delete filters with same names, before transfer.

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Considerations for Fabrication Project Templates:

Browser Organization
Annotation Standards
Schedule Standards
Graphic Standards
View Templates
Filters
Project / Shared Parameters
Project Information / Units
Project Start View
Titleblock Standards
System Types
Mechanical Content (Families)

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Project parameters are specific to a single project
file. They are used for scheduling, sorting, and

filtering in a project.

Shared parameters are parameter definitions that

can be used in multiple families or projects. They can be tagged and scheduled.

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Do not overload the template.
Review previous project for updates
Start with and maintain naming conventions
Plan periodic maintenance and reviews.
Keep the template in a previous version.

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