The following article provides some simple steps to create an SMC template. This allows you to save only the model resources (classifications, rules, ITO definitions) along with a basic origin designator as a model. This can be used as an alternative to creating a role, or anytime you would like to duplicate current conditions of a model without including the model geometry.
For this example, open the SMC Building.smc file that comes with SMC in the examples folder. In a real-world situation, this would be one of your existing SMC projects that has the same resources you wish to use on a new project.
Notice this SMC file contains the listing of classifications that you would like to include in the template.
We also want to use the same loaded rulesets that currently have results based on the SMC Building model from another project.
Select File > Add, then add the origin model from the link below:
An IFC file is required to be present in the Model Tree in order to save an SMC along with its contained resources. We will delete the existing model from the old project to save space and remove old information…this origin marker will remain and will provide a visual aid to where 0,0,0 is in the model.
To remove the old model, right-click it in the model tree and select Remove from Model.
Notice the results have been removed from the Checking view.
If you created Selection sets in the Selection basket view, you can delete these by right-clicking in the window, selecting the selection set you wish to delete and click Delete in the dropdown.
Click the Communication layout and remove the existing issue slides from the old project by right-clicking them in the Presentation view and selecting remove Presentations.
Click the Information Takeoff layout. In the Information Takeoff view, the existing data of the old project from the last time takeoff was run exists. Click the Takeoff dropdown and select Takeoff All ITOs to remove the old information.
With the file stripped of old project information, click File > Save As and save to a new Template file.
Now, you can add whatever new IFC models you would like as the project progresses, or send this template to a colleague running SMC without having to share the original classifications, rulesets, and ITOs independently. Saving a project template can make sharing project parameters and checking requirements for SMC much easier by keeping these resources contained in a single Template file.