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Project Blueprints

Overview​

Project Blueprints are managed in the Projects module under Blueprints. You can use blueprint tabs and the blueprint wizard to work with Base Information, Facility Details, Custom Fields, and Day Rates.

How to access​

  1. In the Projects module, go to Blueprints (top navigation tab: Dashboard, Blueprints, Settings).

Key features​

  • View and manage project blueprints in the Projects module under Blueprints.
  • Blueprint tabs you can use:
    • Base Information
    • Billing
    • Related Task Catalogs
    • Facility Details
    • Custom Fields
    • Rules
    • Day Rates
  • Blueprint wizard steps:
    • Base Information → Facility Details → Custom Fields → Day Rates → Summary
  • Blueprint-related actions available in this feature:
    • Upload Blueprint Icon
    • Delete blueprint
    • Delete Template
  • Sharing and workspace options available for blueprints:
    • Choose Workspaces to share this Blueprint with
    • Shared Blueprint
  • Capability-gated areas (permission required):
    • Manage Blueprint Base
    • Manage Blueprint Billing
    • Manage Blueprint Facility Details
    • Manage Blueprint Custom Fields
    • Manage Blueprint Day Rates
    • Settings

Field descriptions​

The following fields and labels appear in the Project Blueprints feature:

  • Project Blueprint Name: The name of the blueprint.
  • Blueprint Details: Blueprint detail information shown in the blueprint area.
  • Blueprint Item: A blueprint item entry.
  • Blueprint Catalog: The catalog associated with the blueprint.
  • Blueprint Day Rate: Day rate information associated with the blueprint.
  • Base Information: Base information fields for the blueprint (shown under the Base Information tab and wizard step).
  • Billing Settings: Billing-related settings (shown under the Billing tab).
  • Facility Details: Facility-related details (shown under the Facility Details tab and wizard step).
  • Custom Fields: Custom fields for the blueprint (shown under the Custom Fields tab and wizard step).
  • Day Rates: Day rate definitions (shown under the Day Rates tab and wizard step).
  • Define Day Rates Label: Label used in the day rate definition area.
  • Define Fields Label: Label used in the custom field definition area.
  • Rules: Rules area shown under the Rules tab.
  • Related Task Catalogs: Task catalog linking area shown under the Related Task Catalogs tab.
  • Categories / Category / Category Name / Choose a category / Parent Category: Category fields and labels used when working with blueprint-related categories.
  • Shared Blueprint: Indicates a blueprint is shared.
  • Choose Workspaces to share this Blueprint with: Workspace selection label for sharing a blueprint.