Project templates

A company's mould for its projects: roles, policies, folders and notes copied into each new one.

  • Category: Projects and companies
  • Status: Available
  • Requirements: Be a company admin to create or edit templates; To apply it: the company must be associated with the project
  • MCP tools (Write or modify): crear_proyecto, crear_proyecto_con_etapas

Markdown

What can you do with it?

A template is the mould a company's projects start from. It can contain:

  • Roles with their per-section permissions already trimmed.
  • Policies (PDF or text) that must be signed to join.
  • Folders and base notes, links or files.

A company can have several templates and mark one as the default.

When should you use it?

  • When the company builds similar projects and always repeats the same roles and policies.
  • So you do not forget to close a section for a role, such as the client role.

How does it work in ArduMaker?

  1. A new template starts with the same 14 roles as a new project, with full permissions, to trim rather than write from scratch.
  2. When a project is created, the chosen template is applied or, if none is chosen, the default of each associated company. A project can also be created without a template.
  3. When a company is added to an existing project, its default template is applied without overwriting the roles the project already has.
  • It is applied in a transaction: all of it or nothing.
  • It is idempotent by name: applying it twice fills in what is missing without duplicating.
  • Files (policy PDFs, attachments) are copied, not shared.

What actually changes?

  • In the project: roles, policies with their version 1, folders and new attachments.
  • A line in the history with the applied template's name.
  • Deleting a template deactivates it; it is not removed.

Diagram

  1. Company template: roles, policies, folders, notes
  2. Copy in a transaction: idempotent by name
  3. Project: with its own copies, no link
  4. History: applied template name
Applying a template

Expected result

The project starts with the template's roles, policies and material, and the creation response states how many items of each kind it left.

Errors and troubleshooting

MessageCause
Only an admin of this company can manage its project templatesThe editor is not a company admin.
Template not foundIt does not exist or is deactivated.
That template belongs to a company that is not part of this projectThe template belongs to a company not associated with the project.

If applying the template fails, the project is still created, without the template.

MCP access

An MCP agent does not create or edit templates. It does use them when creating projects:

  • crear_proyecto accepts plantilla_id: por_defecto (like the web form), an id, or null to apply none.
  • crear_proyecto_con_etapas always applies the default template.

More at /mcp/proyectos and /mcp/docs.

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