Model Templates (How-To)

Modified on Thu, 27 May 2021 at 09:00 AM


Model Template Basics

The above document will explain what model templates are, how and what they are comprised of, and how they are used to create compliant models.

Simplified Process Flow

Below is a simplified process diagram showing the recommended general workflow for model templates.

The intricacies of each of these four process steps will be elaborated on, but it helps to have an overview.

Starting Out

Model Template Settings

Before anyone begins using Model Templates, please review the above page to make sure the right settings are set for your organization!


  1. What start templates (if any) exist today that you can use?
  2. Find all different PRT vs. ASM vs. DRW example "compliant" models
  3. Thinking holistically about what will be your model templates
    1. What are model additions you constantly find yourself and your organization having to make? Can this be standardized?


Creating Model Template Details

The above document walks through how to upload existing start templates or "compliant" models and how to create metadata in the web application.


What comprises a Model Template?

Model Templates can be used for Assemblies (ASMs), Parts (PRTs), and Drawings (DRWs). Each of the three different types of models contains different model template information. 


Applying Model Templates

The above document walks through how to update non-compliant models with the model templates, either with the entire model template or with a subset of the template (e.g. only just the layers, parameters, etc.).

Additional Links

Intro to Note Builder

The above document walks through how to create Model Template Notes to create standard DRW notes.

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