Getting Started with Blueprints

As an application administrator or PMO content designer, use blueprints to configure layouts for different types of investments. You can copy and configure blueprints that reflect the goals of each business unit in your organization. Let's consider an example where 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 criteria. 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. You can create different blueprints for these teams so that their management teams can quickly view relevant details and take appropriate actions on the idea.

Some of the key actions you can perform while creating blueprints are:
  • Copy a Blueprint: You can view but cannot configure the default blueprint for any investment. 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. The default blueprint determines the sections, fields, and modules users can see when they access an investment item.
  • Publish Blueprints: You can open a copied blueprint and click Edit. You can define the layout details and modules. When you click Publish, your changes are displayed and they determine the functionality and appearance of current and future investments associated with the blueprint.
  • Add Sections and Fields: You can add and remove sections on the project layout. Users can drag 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.
  • Add Modules: You determine at least one or multiple modules that appear when users open a project.
  • You will only see custom subobjects that are API enabled as modules.
  • You will see the first-level custom subobjects as modules. The API-enabled, second-level subobjects are automatically added to the Details panel of the first-level subobject.
  • An object's blueprint can include a maximum of 50 modules, including default modules, custom subobjects, and channels. When you reach the limit of 50, you will no longer be able to add modules to the blueprint. Consider removing or combining the least used modules in such cases.