How to create a project from a stage template
Most design projects have the same stages: measurements, concept, visualisation, drawings, procurement, supervision. Instead of setting them up by hand every time, choose a template when you create the project. ArchiBoard creates the stages with tasks on the Gantt chart.
- 1
Create a project
On the home page, click «New Project» and enter a name and city.
- 2
Choose a template
Under «Project template», choose one option: «Full project» (measurements, concept, visualisation, drawings, construction schedule, supervision), «Visual part only» (measurements, concept, visualisation), «Construction & procurement only» (standard construction schedule, deliveries from the estimate) or «No template».
- 3
Check the stages
Open «Phases & schedule». The stages and tasks from the template are already on the Gantt chart. You can change dates with the keyboard or by dragging the edge of a bar.
- 4
Add missing blocks
If you later need stages from another template, for example supervision, click «Add block» in «Phases & schedule».
Good to know
- Design stages and construction stages are shown as two separate blocks.
- You can split the design fee across design stages in «Project finances».
- Estimate items are linked to construction stages automatically by category.
Related guides
Try it on your own project
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