New User Experience: Configure Blueprints for Ideas

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The Standard Idea blueprint has been introduced in 
Clarity PPM
 15.6.1 and allows administrators or PMO content designers to configure layouts for ideas based on different business needs. Configure Custom Idea Subobjects and Attributes to appear in blueprints.
Example
: Jason is a 
Clarity PPM
 administrator. Multiple teams in his organization are using the Ideas grid to develop and evaluate new ideas. The Product Development and the Product Architecture teams often contribute a large number of ideas. However, the management team evaluates their ideas on different criterion. The Product Development team is judged on financial details such as planned cost and planned benefit details. The Product Architecture teams are judged on technical details such as architectural fit, technology compliance, and regulatory compliance. Jason wants to create different blueprints for these teams so that their management teams can quickly view relevant details and take appropriate actions on the idea.
 
 
Prerequisites
Depending on your access rights 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. Some of the rights available to you are:
  • Blueprint – Create Copy 
  • Blueprint – Delete All 
  • Blueprint – Edit All 
  • Blueprint – View All
For more information about access rights, see 
New User Experience Access Rights
 in the Reference section. 
Explore the Standard Idea Blueprint
The Standard Idea blueprint has been introduced in 
Clarity PPM
 15.6.1. You can copy this blueprint and configure it to match the specific business requirements of various departments. Thus, when end-users create ideas that are based on the configured blueprint, they only see details that are relevant to their new idea.
Follow these steps:
  1. Log in to the 
    New User Experience
    .
  2. In the main menu, click 
    Administration
    Blueprints
    .
  3. Click the 
    Standard Idea
     blueprint to open it. 
  4. The following default attributes are included as fields on the standard blueprint for ideas
    • Subject 
    • Idea ID 
    • Idea Type 
    • Objective 
    • Work Status 
    • Original Requester 
    • Sponsor 
    • Manager 
    • Start Date 
    • Finish Date 
  5. Click the 
    Back
     button to return to the Blueprints page.
Copy, Edit, and Publish a Blueprint
Create a new blueprint by copying an existing blueprint. From the ⋮ actions menu for the blueprint, click Copy. When you create a blueprint by copying an existing blueprint, the details and modules from the existing blueprint are copied over. You can tailor the details in the new blueprint for specific ideas that may be associated with different teams or departments.
 You can rename or edit the configuration of user-defined idea blueprints. You cannot edit or delete the Standard Idea blueprint. 
Example
: Jason wants to create a copy of the Standard Idea blueprint. Then, she will customize it to suit the requirements of the product development team.
Follow these steps:
  1. Log in to the 
    New User Experience
    .
  2. In the main menu, click 
    Administration
    Blueprints
  3. Click the ⋮ 
    Actions
     menu to the right of the 
    Standard Idea
     blueprint and select 
    COPY
     to create a new blueprint.
  4. Click the 
    Rename
     icon to enter the name of the blueprint.
  5. From the blueprint list, click the name of the blueprint that you want to edit.
  6. On the details page that displays the currently published blueprint layout, click 
    Edit
    .
  7. Edit the blueprint 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 a blueprint layout section to 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 in a section to remove that field. 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 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.
  8. If you are unsure of the changes, discard the edits. The edits are deleted and the blueprint details view reverts to the currently published version.
  9. Click 
    Publish
     to save your changes and make the new layout available to projects. All projects associated with this blueprint display the new layout. 
When you publish a blueprint, all edits in progress for the details and modules are published at once. All ideas that are associated with the blueprint display the latest layout that is configured for the blueprint.
Create a Custom Subobject for an Idea
You can now configure custom subobject modules for Ideas. The subobject will then be available as a module in the Idea Blueprint. You can then publish the blueprint to ensure that the module is available in Clarity PPM New User Experience.
Follow these steps:
  1.   Log in to 
    Classic PPM UI
  2.   Navigate to 
    Administration
    Studio
    Objects
    .
  3.   Click 
    New
    . The Create Object Definition page opens.
  4.   Specify the following details:
    •   
      Object Name
    •   
      Object ID
  5. Select 
    Subobject
    .
  6.  In the 
    Master Object
     field, type Idea and select the Idea master object that is populated.
  7. Select the 
    API Enabled
     checkbox. 
    • Checking the API Enable checkbox lets you view the subobject in the New User Experience. You can API enable the already existing custom subobjects
    • Instance-level access rights do not work on custom sub-objects in the New User Experience. Global-level access rights are currently supported in the New User Experience.
    .
  8. Click 
    Save
    .
Configure an Idea Blueprint to include a Custom Subobject Module
After you have API Enabled the subobject in Studio, the subobject is created and will be available as a module in Blueprints in the Clarity PPM New User Experience.
Follow these steps
  1. Log in to 
    Clarity PPM New User Experience
    .
  2. Navigate to 
    Administration
    Blueprints
    , select an Idea Blueprint.
  3. Navigate to the 
    Modules
     tab. The new subobject is listed in the 
    MODULES
     panel. 
  4. Click 
    EDIT
    , drag and drop the new subobject, and click 
    PUBLISH
    .
     
    The newly created subobject module is now added to Ideas.
Use the Custom Subobject in an Idea
Follow these steps
  1. Log in to 
    Clarity PPM New User Experience
    .
  2. Navigate to 
    Ideas
    , select an idea from the grid. The new subobject is now available as one of the modules.
  3. Click the new subobject module, click the (
    +
    ) plus icon to add attributes.
     
     
 The generic grid properties are applicable to the attributes.
Configure Custom Idea Attributes to Appear in Blueprints
In case you have created custom idea attributes in Classic PPM, you can ensure there attributes are available in Idea blueprints. 
Follow these steps:
  1. In Classic PPM, select 
    Administration
    Objects
  2. In the Object Name field, enter 
    Idea
    , and select 
    Filter
  3. Click the 
    Idea
     object and select the 
    Attributes
     tab to view all the attributes associated with the Idea object. 
  4. Filter and locate the custom idea attribute that you want to display in the standard and user-defined blueprints. 
  5. Enter a unique value in the 
    API Attribute ID
     file and click 
    Save
     to confirm your changes. 
  6. Open the blueprint you want to edit. 
  7. Locate and drag-drop the custom idea attribute in the appropriate section of the blueprint. 
Configure the Financials Module for Ideas Using Blueprint
 If you want to enable the Financials module in Ideas, you can do so using the Blueprint. 
 Ensure that the following rights are provided to the user:
  • Idea - Cost Plan - Edit All
  • Idea - Cost Plan - View All
  • Idea - Cost Plan - Edit
  • Idea - Cost Plan - View 
 
Follow these steps:
  1. Log in to the 
    New User Experience
    .
  2. Navigate to 
    Administration
    Blueprints
    .
  3. Select 
    Idea Default
     blueprint and make a copy.
  4. Edit, rename, and open the new Idea blueprint.
  5. Navigate to 
    Modules
    , click 
    Edit
    , drag and drop the 
    Financials 
    module, and click 
    Publish
    . The Financials module is published and will be available from Ideas. 
  6. Navigate to 
    Ideas 
    from the main menu and open an idea. The Financials module is visible. 
  7. Click 
    FINANCIALS
    . The cost plan list appears in grid layout. 
Explore Modules
In 
Clarity PPM
 15.6.1, the Standard Idea blueprint only has the Details modules associated with it. When you are using the Project Management blueprints, you can configure modules for a blueprint, so they display as icons on project tiles. To learn more about project management modules, see New User Experience: Configure Blueprints for Projects and Investments.
Delete Blueprints
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 Idea blueprint is the default blueprint, all ideas 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 Idea blueprint. The Standard Idea blueprint becomes the new default blueprint. You cannot delete the Standard Project blueprint.