Project Blueprints

A Project Blueprint captures the services and resources from an existing project so you can reuse that configuration as a starting point for new projects.

Creating a Blueprint from a Project

If you have permission to create blueprints, you can create a Blueprint from a project with an Approved or Won status. The Create Blueprint button appears in the project overview when those conditions are met.

When Release Project Blueprints V2 is off, clicking Create Blueprint opens a confirmation prompt. After confirming, you are taken to the blueprint edit page where you can:

• Name (required): Give the blueprint a descriptive name.
• Code (optional): Assign a short identifier for the blueprint.

Click Submit to save the blueprint’s details, then open the Services tab to review the services from the project:

• Professional Services: Shows each service name, its quantity, and the assigned resource.
• Managed Services: Shows each service name and its quantity.

Click a service row to make adjustments, then click Submit to save that service.

With Release Project Blueprints V2 on, enter a Blueprint Name and select the items to include in the Create Blueprint from Project dialog, then click Create Blueprint. The V2 editor uses Save to save changes.

The blueprint is now available in Settings > Content > Blueprints and can be applied to any future project.

Managing Blueprints in Settings

Navigate to Settings > Content > Blueprints to see all blueprints in your account. The classic list shows each blueprint’s Name, Code, and Tags. With Release Project Blueprints V2 on, the columns are Name, Services in Blueprint, and Tags.

Click a blueprint to edit it. The edit page has two tabs:

• Blueprint: Edit the blueprint’s name, code, and tags.
• Services: View and manage the services included in the blueprint. Professional Services are shown with their Phase, Service name, Resource, and Quantity. Managed Services show the Service name and Quantity. You can add individual services using the buttons at the bottom of each table and remove them using the delete button on each row.

If your account has switched on Release Project Blueprints V2, the blueprint editor in Settings instead has the tabs General, Professional Services, Managed Services, Products, Resources, Governance, and Expense. A Version History tab also appears if you have permission to view audit logs.

Applying a Blueprint to a Project

You apply a blueprint from the Project Editor. On the Professional Services page of the default Project Editor, click Add a Service. In the dialog that appears, select Add Services from Blueprint. You will see a list of available blueprints with their names, services, and tags. Select a blueprint, then click Continue to Add (1) to review it. Click Apply Blueprint to add the services to your project.

Use the preview icon in Services In Blueprint to open a preview with Service Name, Qty, and Resource columns.

The services from the blueprint are added to your project. You can then modify quantities, resources, and language as needed for this specific project.

How Blueprints Handle Services

Blueprints retain links to standard services in your account’s settings. Classic blueprints read each standard service’s current hours when they are applied, so a later change to those hours in Settings reaches projects created afterwards. V2 blueprints also store service attributes from the source project, such as quantities and hours, and apply the saved values; the catalog fills in only hours that were not saved.

Custom services (services that were created for a specific project rather than defined in Settings) are copied into the blueprint as new standard services so they can be reused.

How V2 Blueprints Handle Governance and Resource Rates

This section applies to blueprints made with Release Project Blueprints V2. The V2 editor’s Governance tab stores each item’s calculation and rate, but no hours and no resource. When you apply the blueprint, a fixed-hours governance item that the blueprint saved without hours takes the fixed hours set on that governance item in Settings, and a governance item saved without a resource takes the resource set on it in Settings, so it is priced on the project. This applies only to governance items the project does not already have. A governance item already on the project, such as one marked Required in Settings (those are added to every new project), is left exactly as it is.

The V2 editor’s Resources tab adds resources with the hourly rate and hourly cost from your account’s resource settings. When the blueprint adds a resource the project does not already have, and that resource’s hourly rate, hourly cost or expense rate is 0, ScopeStack fills that figure from the project’s rate table, if the rate table has a rate for the resource. A resource already on the project is left as it is. A figure the blueprint carries that is not 0 is kept.

If a blueprint saved 0 hours for a fixed-hours governance item that is not already on the project, the project gets 0 hours for that item. This can happen with a blueprint created from a project where that item had already come in at 0. Check those hours after applying the blueprint and correct them on the project.