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Project Blueprint Related Task Catalogs

Overview​

The Related Task Catalogs feature lets you manage Task Catalogs for a project blueprint in the Projects module. You use it while working in Blueprints to add and review the task catalogs that are related to that blueprint.

How to access​

  1. In the Projects module, go to Blueprints.
  2. Open a Single Blueprint.
  3. Click the Related Task Catalogs tab.

Key features​

  • Add Task Catalogs to a project blueprint.
  • Work within the project blueprint tab layout, which includes Base Information, Billing, Related Task Catalogs, Facility Details, Custom Fields, Rules, and Day Rates.
  • Access to Blueprints is permission-gated by capability, including Manage Blueprint Base, Manage Blueprint Billing, Manage Blueprint Facility Details, Manage Blueprint Custom Fields, and Manage Blueprint Day Rates.

Field descriptions​

  • Task Catalogs: The task catalogs associated with the project blueprint.
  • Add Task Catalogs: An action you use to add task catalogs to the blueprint.