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Assign a Company Level Inspection Template to a Project

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Objective

To assign a Company level inspection template to a project.

Things to Consider

Steps

  1. Navigate to the Company level Inspections tool.
  2. Locate the template and go to the Assigned Projects column.
    assign-company-inspections-template-to-project.png
  3. Click Projects.
  4. Click Select All to assign the template to all your projects or you can individually mark the checkboxes of the projects you want to apply the template to.
 Note
  • If you select five or less projects, the templates will sync automatically. However, if you select more than five projects, then you will receive an email when the templates have finished being applied to all of your projects.
  • The ability to import templates directly from within your project is still available.  
  1. Click Update.

select-assign-company-inspections-template-to-project.png

See Also