Creating a Folder or Project from a Blueprint
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
All users except Collaborators, Contributors, and Viewers can create projects and folders from blueprints.
Use one of your blueprints to quickly launch a new folder or project and notify assignees about tasks in the project. Folder and Project blueprints can be edited the same way you would edit a normal folder or project.
Note
There's a limit of 4000 items created from blueprints and/or duplicated per every 7 days. Every time you create an item from a blueprint or duplicate an item, Wrike checks if the limit has been reached in the previous 7 days. If the limit is reached, you won't be able to create new items from blueprints or via duplication. You can try again in the following days, e.g., if you created 4000 items on a Tuesday, you can create more items only next Tuesday.
There are three ways to launch a folder or project blueprint:
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Locate the relevant folder or project blueprint in the sidebar of your Blueprints section.
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Right-click on the folder or project and select Create from blueprint 1.
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The Create from blueprint dialog opens where you can:
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Change the name of the folder or project that will be created 2.
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Add a name prefix (optional) 3. This will be added as a prefix to the name of tasks, subprojects, and subfolders created.
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Select a new location (optional) 4. Specify the project, folder, or space where your new folder or project should be tagged. If you don’t pick a new location, your folder or project will be placed in your Personal space.
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Specify whether or not you want to send Inbox notifications to assignees of tasks in a folder or project and its subproject’s owners upon creation 5.
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Specify whether or not you want to reschedule all subtasks and set new start and end dates 6. All subtasks will be rescheduled respectively. Date rollup settings are preserved when creating a project from a blueprint.
When launching a blueprint with the rescheduling option, the start date (or end date) you set during the launch will be applied to the earliest (or latest) task in the current blueprint hierarchy. All other tasks will be rescheduled accordingly, maintaining the original time/date intervals and dependencies between them.
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If you want to add another, check Add another 7 then the dialog box remains open and you can launch another project or folder from the blueprint (you can configure each item differently using this option).
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Click Create 8.
Note
When creating a project from blueprint, project progress settings are preserved, as well as all date and custom field rollup settings.
Alternatively, you can use the + Item button, which is available in Table view:
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Navigate to the folder, project, or space where you would like to add a new work item from a blueprint and switch to Table view.
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Click on the + Item button at the bottom of the item list.
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Click on the work item type that appears to the right.
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Enter the name of the relevant blueprint in the search field.
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Click on the name of the blueprint you would like to launch.
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The Create from blueprint dialog appears, enabling you to edit and refine the project or folder to be created. Note that the location of the resulting item cannot be changed within this dialog. To change the location, navigate to the desired location first and then create a blueprint there.
Lastly, you can use a blueprint via the + button in the upper-right corner of your workspace.
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Navigate to the folder, project, or space where you would like to add a new work item from a blueprint.
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Click the + button in the upper-right corner of your workspace.
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In the search bar, start to type in the name of the blueprint you want to use.
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Click on the correct blueprint in the options which are listed.
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The Create from blueprint dialog appears, enabling you to edit and refine the project or folder to be created. Note, that the location of the resulting item cannot be changed within this dialog. To change the location, navigate to the desired location first and then create a blueprint there.
Note
When you create a folder or a project from a blueprint all the tasks data (statuses, assignees, descriptions) is preserved for tasks within those created folders and projects.
Custom field values are automatically copied to the project created from Blueprint. To make the custom field visible in your project you should activate it via the Table view using the "Fields" menu or "+" button