Blueprints overview
Blueprints are sets of Workfront objects that address common use cases in Workfront. You can download and install a blueprint, and then configure the objects for your specific use case.
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Human Resources Organization Setup
This blueprint contains the configuration of organizational structures to expand to a Human Resources department.
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Add New Employee IT Checklist
This blueprint contains a template to organize new employee onboarding activities. Using this template allows IT teams to operate efficiently, leading to a positive new employee experience and faster track to productivity.
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Inherited Instance Basics | Checklist
This blueprint contains a project template (or checklist) that you can review with a short list of questions, resources, and links for a clear understanding of how your Workfront instance has been configured. Use this when you recently inherited a Workfront instance and need guidance on where to start.
Blueprints provide basic building blocks to help you create a work management system that grows with you. System administrators can browse the blueprints catalog and install ready-to-use project templates, dashboards, and organizational structures. Other users can browse the catalog and request installation of a blueprint. For more information, see Browse the blueprints catalog and request installation of blueprints.
Each blueprint is targeted to a department and specific maturity level to help you implement proven best practices in your system faster. The maturity levels detailed below are indicated in the blueprint catalog card and details.
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Managed: Managed project templates help support the adoption of a new business process before activities and deliverables are fully accepted as a standard procedure. They contain tasks to ensure each step of the new process is being followed.
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Integrated: Integrated project templates assume that business functions are supported through a standard operating procedure. Contributors to the process know the steps and tasks they need to complete to follow the process. The project templates to support this process contain fewer tasks to track only milestones and other key deliverables necessary for reporting purposes.
Find the right blueprint
You can browse blueprints by use case, maturity level, installation status, and type with the filters on the right side of the catalog. Once you’ve found a blueprint that interests you, you can view details on the details page.
Blueprint types
The blueprint type shows what’s included in the blueprint. The type is listed on the bottom of the blueprint card in the catalog. Note that a blueprint can have more than one type.
The following types of blueprints are available:
- Project templates: Includes standard objects associated with a project template (tasks, issues, roles, and teams), and some preferences related to those objects. For more information, see Configure a blueprint.
- Organizational structures: Includes objects associated with the structure of an organization (companies, groups, roles, and teams). For more information, see Configure a blueprint.
- Dashboards: Includes one or more dashboards for a specific use case, such as implementation services.
To review the current blueprints, see List of available blueprints.
View details
Each blueprint contains a Details page. From this page, you can:
- View a summary of the workflow content
- Read a brief summary of the blueprint
- View installation history (click See Details to see the full list of objects installed with the blueprint)
- See role, team, company, and group descriptions
- See a visual example of the specific blueprint, such as a project template (you can preview the full image in the browser or download it)
