Learn how to create a Layer project from scratch, a Layer Template, or a Company Template. Follow steps to customize your project based on best practices or saved templates
Silvia Lee
To create a Project, click the “Create Project +” button in the top right corner of your Project Dashboard.
The Create Project button in the top right corner of the Layer Project Dashboard.
From there, you have three ways to create a Project:
Create a Project from Scratch
Using a Layer Template
Using your own Company's Template
1. Create a Project from Scratch
You will choose this option if you do not want to start your Project from a Layer Best Practice Template or from an existing Company Template.
To do this, click “Create Project from Scratch” then fill out the “Project Name” and “Project Location” fields and click “Save”. Your Project will be created.
Choosing Create Project from Scratch from the new project options.
From there, you will create your Categories and Fields in your empty project. Creating from scratch works best if you have a simple project to setup.
A blank project ready for Categories and Fields after a Create from Scratch flow.
2. Create a Project from a Layer Template
We have created Best Practice Templates for popular AECO workflows to get you started. These Templates provide you sample project that you can edit and customize with your project data.
Under the Layer Templates tab, click the Template you need. Fill out the “Project Name” and “Project Location” fields and click “Save”. Your Project will be created. You can delete or edit any of the data within this Template to make it your own.
You can see what our Layer templates look like here: https://layer.team/workflows
Click into the template and click Preview Template to see the project.
The Layer Templates tab listing Layer’s built-in best-practice templates.
3. Create a Project from a Company Template
if your company has created templates for internal use, they will appear in the Company Tab.
Click the Company tab to find and select one of these templates to use for your project. Using company templates is a helpful way to apply company standards across similar projects.
The Company Templates tab listing internal templates published for the company.
Select the Template you want to use and create your project from the template. Projects created from Templates are not connected to the Template so deleting or editing any of the data within your project will not affect the original Template.
