Overview
A format office master project can save the time of selecting settings, choosing preferences, and creating custom format templates as well as items like headers, footers and page setup options.
This article will cover the steps to create a new project utilizing a format office master project. Begin by reviewing the steps of creating a format office master project here.
Note - Users will need to have the appropriate role permission to create a new project utilizing an office master.
Steps to Create a New Project Utilizing a Format Master.
Follow these steps to create a new project by copying the new format master.
- From the SpecLink Cloud Dashboard, click the red Create New Project button.
- From the Create New Project window, Active Project.
- Select to Copy from Office Master.
- Select the appropriate Format Master project.
- Click Next.
- Create a title for the new project. This field will be auto-populated with "Copy of..." the format master being copied. Highlight this name and rename the project.
- Enter the appropriate project information.
- Click Finish.
The project will be created and will open to the sections list.
Additional Information
There are many concepts and processing involving Office Master projects. Listed below are articles related to creating Office Master projects as well as editing and customizing the content and formatting.
- Office Master Basics
- Creating a Format Office Master Project
- Creating a Content Office Master Project
- Creating an Office Master from an Active Project
- Summary Info Settings
- Importing a Section from an Existing Project
- Predefined System Format Templates
- Customizing Format Templates
- Headers & Footers
- Global Terms
Comments
2 comments
This only works if the person trying to create the new project has the correct permissions. In the Role Permissions list, I had to change the setting for "Copy Office Master" to Standard to allow my users to create new projects based on our office master. Without changing this setting, they can only create a project from the BSD master content or another project.
Hi Jeff,
You are correct and thanks for pointing this out. I have added a note to the article so others will know that sufficient permissions are necessary to complete these steps.
Thanks!
Gary Christensen - BSD
Article is closed for comments.