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Quick Start Templates

Updated over 3 weeks ago

Quick Start Templates are available with the Power User Pack and let you pre-configure project settings, saving time and ensuring consistency. Here's how they work:

Setting Up Templates

  1. Company Account: You'll need a Company account to create and manage templates.

  2. Quick Start Templates Tab: Access template settings in this tab within your Company account.
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  3. Create a Template: Click "Add" to start a new template.

  4. Template Details:
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    • Name: Give your template a descriptive name.

    • Project Name: Use fixed text or dynamic content (username, organization, or date) to generate project names automatically. Hover over the question mark icon for formatting help.

    • Design Name: Similar to project names, you can use fixed or dynamic content for design names.

    • Default Building Type: Choose a standard building type for the project.

    • Default Country: Set a default project location.

    • Apply Default LCA Parameters: Automatically apply your preferred Life Cycle Assessment parameters to new projects.

    • Allow User Adjustments: Choose whether users can modify template settings when creating a project.

    • Tools: Select the calculation tools to include in the template.

    • Start with Tool: If you've included multiple tools, choose which one users will see first.

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Using Templates

  1. Create a Project: When creating a new project, you'll see your available templates in the "Basic Information" section.

  2. Optional Project Information: Users can add specific project details.

  3. First Design: Users can fill in details for their initial design.

  4. Tool Selection: Users can choose their preferred calculation tool.

  5. Direct to Query: If available, users can be directed to a specific query within the chosen tool or Carbon Designer.

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