~~NOTOC~~
> User Manual #@IC_HTML@# > Functions > Projects
====== Save project as template ======
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> **Available from**\\ program version 3.2.0
> This function is only available in the Pro version.
This function allows you to save an open project as a template.
A project template file (*.icpt) contains the definitions for categories ({{:en:infra-convert:user:interface:icon_kategorien_einfach.png?nolink&15|}}), tags ({{:en:infra-convert:user:interface:icon_kennzeichen_einfach.png?nolink&15|}}), stamp templates ({{:en:infra-convert:user:interface:icon_stempelvorlage_einfach.png?nolink&15|}}) and classes ({{:en:infra-convert:user:interface:icon_klassen_einfach.png?nolink&15|}}) in addition to the project structure. Unlike a project file (*.icpx), drawing sheets and characteristics are not saved.
{{ :en:infra-convert:user:functions:projektvorlage_erstellen_uebersicht.png?nolink | }}
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//**__Inhalt__**//
• [[#Workflow]]\\
• [[#Customization]]
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==== Workflow ====
|< 100% 5% 15% 40% 40%>|
^ Step ^^ Action ^ Result ^
^ [1] ^ [Optional]\\ Prepare class definitions | Class definitions can only be edited in the corresponding configuration file.\\ **See** Administrator's Manual > Configuration and Import > [[en:infra-convert:dev:characteristicclasses|Parameter file "CharacteristicClasses"]]\\ \\ Erstellen Sie anschließend ein neues Projekt, um die geänderten Klassendefinitionen einzuladen.\\ **See** Functions > Projects > [[en:infra-convert:user:functions:newproject|Create new project]] ||
^ 2 ^ Prepare project | In the opened project, adjust the definitions for categories, labels, and stamp templates as desired (**Edit** (menu bar) > **Project settings**). Besides, title and description for project and test plan as well as test plan attributes can be customized. | The project is configured as desired. |
^ 3 ^ Create template | **1)** Click **Save as Template…** under **File** (menu bar). | **1)** The Save dialog opens and shows the default folder for project templates. |
^ ::: ^ ::: | **2)** If necessary, navigate to an alternate location, customize the template file name, and click **Save**. | **2)** The template is saved. Any drawing sheets and characteristic data contained in the project are not saved in this. The project remains open. |
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==== Customization ====
You can influence this function via the following settings:
**Default Project Template Folder**
Change the project template folder. The template files in this folder are displayed as a list in the user interface.\\ **See** Settings > Settings > General > [[en:infra-convert:user:config:general#project_group|“Project” group]]
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Functions > Projects > [[en:infra-convert:user:functions:saveprojectas|Save project as]]
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Functions > Projects > [[en:infra-convert:user:functions:closeproject|Close project]]