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
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. This is useful if you do an Initial Assessment before formally accepting someone onto your project and want to be able to record that after the Initial Assessment they were not deemed to be an appropriate match for the 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. This will allow you to add contacts to those events as guests and then track their attendance
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. But if you want other coworkers, e.g. Project Reporters or Project Analysts to be able to create events as well, add their email addresses here
Enable Cases	Mark Yes if you want to create cases within this project. Cases allow your coworkers to collaborate on a specific area of work that affects a single contact. If you turn on Cases you can optionally turn on Task & Story Timesheets so you can analyse how much time each case is taking.
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)
Default story privacy	Decide whether you want the survey responses, case notes and attendance records that are saved within this project to be visible to people who work on this project, specific individuals or your coworkers across the organisation?
Prevent project reporters from changing a story's privacy level	Mark Yes if you want to prevent Project Reporters from changing a story’s privacy from the default setting you chose above.
Quick Updates: Display tickbox formats for a single contact	This only applies if you have given your contacts Participation Access so that they have User Accounts which let them see, share and discuss progress This setting will be applied to Progress Boards that you invite your contacts to.
Automate following between Participating Contacts	This only applies if you have given your contacts Participation Access so that they have User Accounts which let them see, share and discuss progress
Enable by default: Share stories with other Participating Contacts	This only applies if you have given your contacts Participation Access so that they have User Accounts which let them see, share and discuss progress
Enable task & story timesheets	Mark Yes if you want coworkers to record the time spent on every task saved within this project and story (includes case notes, observations, survey responses etc) that they save within this project
Enable Financial Values	This feature is in beta. Design the Financial Values per Project Progress Tracker

Design the Settings per Project

How to fill in the Settings per Project Blueprints Tab