This is the part of your onboarding process using Blueprints where you choose which settings to add to your projects.
How to fill in the Settings per Project Blueprints Tab
We recommend that you fill in the Projects per Project Template Blueprints tab first
Column of the spreadsheet | What it means and what to put in there |
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Project | Name of the project |
Project Category | Name of the project category (these are called Project Forms or Project Templates) |
Enable Waiting List | Mark Yes if you want to have a Waiting List on this project |
Enable Alumni | Mark Yes if you want to have an Alumni List on this project. This is useful if you have cohorts of your project and want to record which people used to be involved in that project but are not involved with that project anymore. Note: someone can be on the Alumni of one project but in a different State (e.g. on the Waiting List) of another project |
Enable Declined | Mark Yes if you want to have an Declined List on this project.
Note: someone can be on the Alumni of one project but in a different State (e.g. on the Waiting List) of another project |
Enable Events | Mark Yes if you want to create events within this project.
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Which users should be allowed to create events | By default a Project Manager can create events within a project they are part of and an Organisation Admin can create events within any project.
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Enable Cases | Mark Yes if you want to create cases within this project.
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Set conditions for cases to be closed | Mark Yes if you only want coworkers to be able to close a case once they have completed a particular survey (e.g. completed your designated ‘Case Completion Form’) |
Hide the Manual Headcount fields when there are Contacts | Mark Yes if you don’t want your coworkers to see the option to include Manual Headcount (apart from when they specifically choose that option) |
Quick Updates: Display of tickbox formats for a single contact | |
Default story privacy | |
Prevent project reporters from changing a story's privacy level | |
Automate following between Participating Contacts | |
Enable by default: Share stories with other Participating Contacts | |
Enable task & story timesheets | |
Enable Financial Values |