New User Experience: Configure Project Blueprints

As an application administrator or PMO content designer, use blueprints to configure layouts for different types of projects. You can copy and configure blueprints that reflect the goals of each business unit in your organization. You can associate project templates with blueprints. When users create projects from these templates, the project details from the blueprint appear. The stakeholders for a business unit see only the sections, fields, visuals, and modules that are relevant to their projects.
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As an application administrator or PMO content designer, use blueprints to configure layouts for different types of projects. You can copy and configure blueprints that reflect the goals of each business unit in your organization. You can associate project templates with blueprints. When users create projects from these templates, the project details from the blueprint appear. The stakeholders for a business unit see only the sections, fields, visuals, and modules that are relevant to their projects.
As the application owner, you can configure the blueprinting capabilities in the
New User Experience
. Verify that you have the appropriate rights for configuring blueprints. See
New User Experience Access Rights
on the
Clarity PPM
Access Rights
page in the Reference section of the English language edition of the product documentation.
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Example: Using Blueprints
As an application owner, Ian is on-boarding a new Marketing business unit. The new business unit has unique requirements for capturing specific data when planning and executing projects. To facilitate their adoption of the new business unit, Ian copies the Standard Project blueprint to create the Marketing Blueprint. Based on the available options, Ian meets with various stakeholders to finalize the details. He tailors the marketing project details so that only the fields that are relevant to marketing projects appear. For example, Ian includes the Target Segments and Pilot Launch Date fields.
Ian configures the blueprint based on daily meeting results. After a week, Ian finally feels comfortable publishing the blueprint so that he can now associate templates to it. Theresa, a senior project manager, has created several templates for different project types in Classic
Clarity PPM
. Ian associates the Marketing Tradeshow template with the new marketing blueprint. Nicole, the project manager for Marketing, creates a project from the Marketing Tradeshow template. When Nicole views her new project, the project details show the fields that Ian configured and that are relative to the type of projects she manages.
Feature Highlights: Project Blueprints
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Navigate
: In the main menu, click Administration and then click Blueprints.
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Copy a Blueprint
: You can view but cannot configure the default Standard Project blueprint; however, you can make a copy and then edit your copy. Click the Options menu to copy, rename, or delete a blueprint (you cannot delete the default blueprint). You can also make another blueprint the default blueprint. When users create new projects, they must select a template. The default blueprint determines the sections, fields, visuals, and modules they see.
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Move Templates
: You can drag-and-drop templates from one blueprint into another blueprint.
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Edit and Publish
: Open a copied blueprint and click Edit. You can define the layout details, visuals, and modules. When you click Publish, your changes appear in the templates that determine the functionality and appearance of current and future projects.
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Sections and Fields
: You can add and remove sections on the project layout. In this example, a user drags a field into a section and drops it near an adjacent field. You can adjust the position and resize the fields for an ideal fit.
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Visuals
: You can drag-and-drop up to three visual gauges that appear on the project tiles.
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Modules
: You determine at least one and up to seven modules that appear when users open a project. The first four modules appear on the project tiles.
View Blueprints in a List
By default, the Standard Project blueprint is available with the product. Ian can configure extra blueprints either by copying the Standard Project blueprint or any other custom blueprint previously configured. The available and configured blueprints are listed with details.
Follow these steps:
  1. Click
    Administration
    .
  2. Click
    Blueprints
    .
    The blueprint list appears with the following columns:
    • Last Used: 
      Specifies the date when a project was last created from a template that is associated with the blueprint.
    • Projects Using: 
      Indicates the number of projects that are currently associated with the blueprint.
    • Modified By: 
      Specifies the logged in user that last configured the blueprint.
    • Published: 
      Specifies the date when the blueprint details were published for use by project templates.
  3. Expand a blueprint to view its associated project templates. Use the double arrows at the top to expand all or collapse all blueprints.
  4. Click the
     
    Actions
    menu at right to copy, rename, delete, or make a blueprint the default. 
: You cannot rename or delete the
Standard Project
blueprint. A solid blue icon indicates pending unpublished edits.
Standard Project Blueprint
The Standard Project blueprint is the pre-defined system blueprint that you cannot configure or delete. All existing templates are associated with the Standard Project blueprint. Initially, the Standard Project blueprint is marked as the default blueprint.
With the blueprint edit right, you can associate project templates to the Standard Project blueprint. No investment edit rights are required to move or associate a project template to a blueprint.
Standard Project Details
The Standard Project blueprint includes the following details:
  • Project Summary details:
    • Project Name
      Defines the project name.
    • Project ID
      Defines the unique identifier for the project. The ID is auto-generated using auto-numbering.
    • Project Type
      Defines the project type based on the template that was used such as Infrastructure Deployment.
    • Work Status
      Defines the project status
    • Start/Finish
      Defines the start and end dates for the project.
    • Objective
      Defines the business goal for the project.
  • Stakeholders details:
    • Manager
      Defines the stakeholder that manages the project lifecycle.
    • Business Owner
      Defines the stakeholder that evaluates the functional and technical benefits and analyzes the cost benefits of the project.
    • Project Management Office
      Defines the stakeholder that reviews and approves the project.
    • Finance and Governance
      Defines the stakeholders that review aggregated views of all projects in the unit and make budget decisions.
  • Settings details:
    • Track Mode
      Defines the time tracking mode for the project. Resources use the defined method for entering time spent on the project tasks.
    • Open for Time Entry
      Specifies whether resources can track time against the project using timesheets
    • Active
      Specifies whether the project is available for use in the system. You can only assign resources and perform financial processing for an active project.
    • Banner Color
      Defines the color that appears at the top of the project tiles.
Standard Project Visuals
The Standard Project blueprint includes the following visuals.
  • Effort Spent
  • Budget Spent
  • Next Milestone
Standard Project Modules
The Standard Project blueprint includes the following modules:
  • Conversations
  • Tasks
  • Links
  • Status
  • Financials
  • Risks
  • Issues
  • Changes
  • Documents
  • Details
Set the Default Blueprint
Designate a blueprint as the default blueprint for your organization. All existing projects not associated with any blueprint are associated with the current default blueprint. After upgrade, if a project is marked as a template and does not have a blueprint association, it is associated with the current default blueprint.
You can designate the Standard Project blueprint or any other blueprint as the default blueprint.
  1. From the blueprints list page, click the
     
    Actions
    menu for the blueprint and select
    Make Default
    The Default banner appears next to the blueprint name. Only one blueprint can be a default.
  2. When you mark another blueprint as the default, the existing blueprint is no longer the default blueprint.  
Associate Templates with Blueprints
A template is used to create projects. Project details are displayed to end-users based on the associated blueprint. You can associate a template with only one blueprint.
By default, all existing templates are associated with the Standard Project blueprint. Depending on your business requirements, you can change a template association from one blueprint to another. Use drag-and-drop to move a template from one blueprint to another.
Copy a Blueprint
Create a blueprint by copying the Standard Project Blueprint or any other user-defined blueprint.
  1. From the
    ⋮ Actions
    menu for the blueprint, click
    Copy
    The new blueprint is created with a unique identifier through auto-numbering. When you create a blueprint by copying an existing blueprint, the details, visuals and modules from the existing blueprint are copied over. 
  2. You can tailor the details and visuals in the new blueprint for specific templates for use when creating new projects.
Edit Blueprint Details, Visuals, and Modules
You can rename or edit the configuration of a user-defined blueprint. You cannot edit, rename, or delete the Standard Project blueprint. When you publish a blueprint, all edits in progress for the details, visuals, and modules are published at once. All projects that are associated with the blueprint display the latest layout.
Follow these steps:
  1. Click 
    Administration
    .
  2. Click 
    Blueprints
    .
  3. From the blueprint list, click a blueprint.
  4. On the details page, click
    Edit
    .
  5. Edit any of the following blueprint field and section details:
    • Drag-and-drop available fields from the Fields list onto an existing section within the blueprint. Use the Search to look for specific fields by label name. Resize any field in the layout using the shaded triangle that appears in the bottom-right of the field.
    • Drag-and-drop fields from one blueprint layout section into another section. 
    • Drag-and-drop fields from the blueprint layout sections back to the list of fields. You can also click the X on a field to remove it from that section. The field goes back to being an available field.
    • Delete a section with or without fields. All fields within that section are removed from the layout and are available again to select from the Fields panel.
    • Drag an existing section up or down within the blueprint to rearrange the sections. All fields that are contained in the section also move to the new location.
    • Add a section by clicking
      Add Section
      or drag-and-drop the
      Add Section
      button to where you want to add a section.
  6. To edit project tile visuals, click VISUALS and make any of the following changes:
    • Drag an available visual from the Visuals list and drop on an existing visual in the project tile to replace that visual.
    • Use the Search box to look for specific visuals by label name.
    • Drag-and-drop visuals from the project tile back to the list of visuals. You can also click the X on a visual in the project tile to remove that visual from the tile. The visual goes back to being available.
    • Rearrange the visuals on the project tile by dragging and dropping. 
  7. To edit the project modules, click
    MODULES
    . You can show, hide, or rearrange the order of the modules. Users see the modules they have access to when they open a project. The first four modules appear on each project tile.
  8. Select one of the following options:
    • If you are ready for other users to begin using the modified blueprint, click 
      PUBLISH
      . The blueprint saves your changes and makes the layout available to new projects. Existing projects associated with this blueprint also display the new layout.
    • If you need more time to edit later, click
      EXIT
      . The application reverts to the previously published blueprint; however, your changes are saved and appear the next time you edit the same blueprint.
    • To undo all your changes, click
      DISCARD EDITS
      . When prompted, click
      CONFIRM
      . The blueprint reverts to the last published version.
Each blueprint requires at least one visual and one module.
Blueprint Project Fields
To configure a project blueprint, verify that all required fields are available to the blueprint. For example, to configure a blueprint for marketing projects, verify that all marketing-related fields are added to the Project or Investment object in Classic 
Clarity PPM
. Also, enable the fields for API access by specifying an API Attribute ID for them in the attribute details. See 
CA PPM Studio Objects and Attributes 
for details.
Adding the API Attribute ID to the following attribute types in 
Clarity PPM
 Studio is not supported. Also, you cannot configure these attribute data types to appear on the blueprints Fields list:
  • Custom time-scaled value (TSV)
  • Attachment
  • URL
The following project attributes are not available to appear on the blueprint Fields list:
  • % Complete Calculation Method     
  • Actual Cost     
  • Approved
  • Blueprint Active ID     
  • Budgeted Capital Cost     
  • Budgeted Cost Finish (date)    
  • Budgeted Cost Start (date)     
  • Budgeted Cost Total     
  • Budgeted Operating Cost    
  • Currency Code        
  • EAC Sum for Labor Resources    
  • ETC Sum for Labor Resources
  • Goal  
  • Investments Using     
  • Last Used    
  • Page Layout
  • Planned Cost Total    
  • Priority   
  • Progress
  • Project Category
  • Status
  • Status Indicator
  • Stage
  • Template
You can also add OBS fields to blueprints and enable them for API access. To create an OBS and associate it with the project object, see Configure an Organization Breakdown Structure.
Blueprint Visuals
Configure blueprint visuals to align with the objectives and metrics of each business unit or project team. For example, an IT department manages complex projects and typically likes to see gauges that reflect traditional cost and schedule metrics (
Budget Spent
 and 
Effort Spent)
. The Marketing department manages product launches and trade shows and prefers progress-oriented visuals such as
Days Remaining
Based on the visuals that you configure for a blueprint, the project tiles display those visuals in the form of ring charts, date widgets, or icons. For each blueprint, you can show, hide, or reorder the visuals that appear on the project tiles. 
You can configure project blueprints with the following visuals:  
  • Budget Remaining
    Defines the amount of budget remaining for the project calculated as Total Remaining Cost/Total Budgeted Cost.
  • Budget Spent
    Defines the amount of budget spent for the project calculated as Total Actual Cost/Total Budgeted Cost.
  • Days Remaining
    Defines the number of days remaining on the project. If the current date is before the project start date, then days remaining are the project finish date minus the project start date. If the current date is past the project start date but before the project finish date, then days remaining are the project finish date minus the current date. In all other cases, the value is zero.
  • Days to Start
    Defines the number of days until the project starts (project start date - current date provided the project start date is later than the current date. If the current date is past the start date or if the start date is undefined, then the value is zero.
  • Effort Remaining
    Defines the hours remaining on the project calculated as Total Remaining Units/Total Budgeted Units or (EAC - Actual)/EAC. If the estimate at completion (EAC) is zero or null, the effort remaining value is zero. If Actual is greater than EAC, then the effort remaining value is negative.
  • Effort Spent
    Defines the hours spent calculated as Labor Actuals/Total Effort. Labor Actuals is the sum of all actuals posted for labor resources. Total Effort is the total EAC for the project.
  • Finish Date
    Defines the project finish date.
  • Next Milestone
    Displays the next milestone date after today. If no milestones exist or if all milestones are from the past, the product uses the project Finish date.
  • Start Date
    Defines the project finish date.
Blueprint Modules
You can configure modules for a blueprint so they display as icons on project tiles. The icons allow users to go directly to a module such as Conversations or Tasks without having to first navigate a module and then to another module.
When a user clicks an area on the project tile that is not a module link (for example, the banner color or one of the gauges), the product takes the user to the first module that you configure for the blueprint. For example, you configure the following modules for a blueprint in left to right order:
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When users open the project, they initially see the Status page. Similarly, when users create a project in the 
New User Experience
, after entering the project name, the page for the first module appears.
Visual Indicators for Blueprint Components
The following visual treatments apply to blueprint components (fields, visuals, and modules):
  • A white background and black font indicate an active component that is
    not
    used in the blueprint.
  • A white background and gray font indicate an active component that is used in the blueprint.
  • A gray background and black font indicate an inactive component that is
    not
    used in the blueprint.
  • A gray background and gray font indicate inactive components that are used in the blueprint. The inactive components are not visible to the users in the project details. 
  • A field with an asterisk (*) indicates required information.
 The New User Experience currently supports 25 modules, 25 visuals, and 200 attributes for the project blueprint.
Filter and Search Blueprints
Filter the blueprints list to manage the configuration workload in a focused effort. You can filter the list by the following criteria:
  • Blueprint
    : Select one or more blueprints to display in the list.
  • Template
    : Select one or more active templates that are associated with the listed blueprints. Only the selected templates appear for the blueprints in the list. You can only select active template names to filter for specific templates. You cannot filter for inactive templates by name. You can only filter for inactive templates by status.
  • Template Active Status: 
    Select
    Active
    ,
    Inactive
    , or both types of templates to display for the listed blueprints. By default, only
    Active
    templates appear.
The filtering results are persisted for a user across all login sessions.
You can also enter text in the Search field to search for blueprints using free-form search.
Delete a Blueprint
With the appropriate access rights, you can delete any user-defined blueprint. If you delete a blueprint that is not the default, all templates and projects that are associated with the blueprint are then re-associated with the current default blueprint. If the Standard Project blueprint is the default blueprint, all templates and projects are associated with this blueprint. If you delete a user-defined default blueprint, then the associated templates and projects are also re-associated with the Standard Project blueprint. The Standard Project blueprint becomes the new default blueprint. You cannot delete the Standard Project blueprint.