Setup Blueprint ‘Add’ Field Descriptions

General

The Blueprint General tab contains base blueprint parameters.

Field Name	Description
*Name	The name of this blueprint. Max: 40 Characters
Organization	The name of the organization this blueprint is associated with, if any. Items listed derive from Setup > Organization. Note: Wild card characters % and _are supported.
Effective Date	The first date this blueprint can be used to schedule an event. If the effective date is blank, then it can be used for any date before the Conclusion date. If there is no error or conclusion date, then there is no limitation of when it can be used. Format: MM/DD/YYYY hh:mm aa
Conclusion Date	The last date this blueprint can be used to schedule an event. If the conclusion date is blank, the system will evaluate as infinitely in the future. Format: MM/DD/YYYY hh:mm aa
* External ID	A unique and external field identifier for this blueprint (template). This field must be unique. Format: text. Max Length: 30 Characters. This field is used to identify this template when using the Blueprint Import XML file.
SKU Code \| Product ID	The SKU number or Product ID associated with the blueprint for the purpose of matching and returning the most fitting blueprint via the Blueprint Import.
Quantity Minimum	Indicates the minimum amount of product associated with the selected blueprint for the purpose of matching and returning the most fitting blueprint via the Blueprint Import. Format: Integers.
Quantity Maximum	Indicates the maximum amount of product associated with the selected blueprint for the purpose of matching and returning the most fitting blueprint via the Blueprint Import. Format:Integers. Max Value: 2147483647 this means 2147483648 is invalid.
Allow Linking	Used to allow this blueprint to be linked to another blueprint. The selected blueprint can be used as a template for blueprints linked to it. For example, you may frequently use resources that begin and end a job, and the type and resource count is static, such as line preparation, support crews, breakdown crews, setup crews... so rather than add those jobs to create more blueprint iterations, you can create blueprints and use them as reusable building blocks to build upon other templates. When this blueprint is linked to other blueprints, the selected blueprint returns all of the criteria applied, such as job title, specialties, and notes to the linked blueprint. These linked jobs display a red frame with a gray background to visibly denote a linked blueprint when deployed on the planning board.
	Note: Blueprint jobs associated with a linked blueprint type can only be modified within that blueprint. This means if you modify a template used for linking, all blueprints linked to that blueprint will be automatically updated with the modifications. Future deployed blueprints will automatically contain the new criteria, preexisting deployed blueprints retain the old setting and must be manually changed, if desired.
*Shift Splits	Shows a list of Shift Splits as configured in Setup > Schedule > Shift Splits. Used to automatically associate a shift split when importing blueprints, or manually deploying them on the planning board. The selected Shift Split is the default shift split when this blueprint template is used on the planning board. Authorized users may override this shift split and use a different shift split upon deployment of this blueprint on the planning board, or may choose to override the shift split and choose a different shift when deploying the blueprint on the planning board. These are base settings for the selected template.
Labels	Attach labels to a blueprint to categorize and search for them later. Labels may be predefined in Setup. The ability to create labels is granted in Setup > Security > Authority.
Vacancy Strategy	The Vacancy strategy associated with this blueprint. Items listed derive from Setup > Roster > Vacancy Strategy.
Notes	Appends predefined notes to a scheduling blueprint upon deployment. *In Notes, both a Subject and Note Text are required when adding a note.
Initially publish on use	Automatically sets the blueprint as published when added to the Planning board.

Jobs

The blueprint Jobs tab contains line related information, such as blueprint positions (jobs), shift time offsets, and cost reporting.

Field Name	Description
Link Blueprints	Adds jobs from the linked Blueprint to this blueprint. Important: Future changes to the linked Blueprint will modify as well. Link Blueprints - Search Field: Type the name of the linked Blueprint to search for. ALL of the jobs associated with the selected linked Blueprint will be added to this blueprint. Wild card characters % and _ are supported.
Get Jobs	All jobs from the selected Blueprint will be duplicated into the current Blueprint. No link to the Blueprint is created.
	Blueprints: The name of the Blueprint to search for. Wild card characters % and _ are supported.
Preview Times	Provides a preview of actual start and end times for a blueprint. Additionally, users can use this page to adjust the start and end offsets and have these new values saved to the underlying blueprint. See the next table for before, during, and after field descriptions.
Estimate Costs	Provides hypothetical start and end times for this blueprint’s instance, and calculates what the estimated costs broken down by position will be.

Field Name	Description
Before	Used to define a job that begins before the scheduled Blueprint start time. Start and end time offsets are defined relative to the scheduled Blueprint’s shift start time. This means if the event’s shift starts at 7AM, then an offset of Adjust Start Time +/- -120 and an offset of Adjust End Time +/- 0 results in a job start time of 5AM, and a job end time of 7AM in the Before area of the blueprint. Total Adjust Start and Adjust End cannot be zero, or negative duration in Before.
During	Used to define a job that begins within the start time and end time as the scheduled Blueprint. Start time offsets are defined relative to the scheduled Blueprint’s start time. End time offsets are defined relative to the scheduled Blueprint end time.
After	Used to define a job that begins after the scheduled Blueprint’s end time. Start and end time offsets are defined relative to the scheduled Blueprint’s end time. This means if the event ends at 3PM an offset of Adjust Start Time +/- 0 and an offset of Adjust End Time +/- -120 results in a job start time of 3PM, and a job end time of 5PM in the After area of the blueprint. Total Adjust Start and Adjust End times cannot be zero, or negative duration in After.

Field Name	Description
Job Title	Contains a list of jobs for this blueprint. Select the desired job to create a Position on this blueprint.
Adjust start time -/+	The start offset for the selected job in minutes. Net Duration cannot be zero, or negative when applied in Before or After.
Adjust end time -/+	The end offset for the selected job in minutes. Net Duration cannot be zero, or negative when applied in Before or After.
Cost per hour	The hourly pay rate of the selected job. Format: Decimal.
Quantity	The number of times the selected job appears on the event using this blueprint and field inputs within.
List Plan	Displays all List Plans as configured in Setup > Rules. The selected List Plan is the default List plan for the selected job via Fill By Rules.
Specialty	Contains a list of specialties (legacy), skills, and certifications. All selected specialties will be required for the selected job on this blueprint. If Specialty X, Y, and Z are selected then a person must have all of the selected specialties to meet the criteria.
Group	Contains a list of Groups as configured in Setup > General > Group. The selected Groups will be required for the selected job on this blueprint. If X, Y, and Z are selected then a person must have all of the selected Groups to meet the criteria.
Vacancy Strategy	Contains a list of vacancy strategies as configured in Setup > Roster > Vacancy Strategy. The selected Vacancy Strategy will apply to the selected job in this blueprint.
Override Name	Used to rename the selected job, this blueprint will show the new name but keeps the setup configuration of the selected job which includes job staffing rules.
External ID/Dimensions Generic Job	This field may be modified using the pencil icon next to the position in Edit Jobs when this blueprint is deployed on the planning board. This optional field stores reference data that identifies the selected job in an external application. Limit 40 characters. Required field: Customers using Dimensions will see the Dimensions job or list of applicable jobs based on the selected job in the Job field or a list of applicable jobs based on the selected job and specialty combination. A Dimensions job can be referenced in the Dimensions Generic Job (External ID) field at the template level, doing so will auto-populate the field when deployed on the Planning board. If blank, the external ID can be identified upon blueprint deployment on the Planning board; the list of Dimensions jobs derives from the business structure. Additionally, the external ID may be modified on the Planning board upon deployment for one blueprint at a time.
Account	This optional field stores an account code or cost center for the selected blueprint job. This field may be modified using the pencil icon next to the job in Edit Jobs when this blueprint is deployed on the planning board. Limit 50 characters. Required field: Customers using Dimensions will see the Dimensions cost centers applicable to the selected Job or the selected Job and Specialty combination. You can apply the external ID at the template level, doing so will auto-populate the field when deployed on the Planning board. If blank, the external ID can be identified upon blueprint deployment on the Planning board. Additionally, the external ID may be modified on the Planning board for one blueprint at a time. Cost Centers are retrieved from Dimensions using the Workforce Dimensions Data Import Task, and stored in this application as of version 7.1.14+, 7.2.5+, and 7.3.1+. For additional information see topic, Workforce Dimensions Data Import Task.

Security

The Blueprint Security tab contains security controls to limit blueprint access and or where within the organization it may be used.

Field Name	Description
Limit Scheduling to Unit(s):	Limits the use of this blueprint by unit or units located within the Organizational level selected on the General tab. Any unit can be attached if this blueprint has ‘none’ Organizations defined on the General tab, ‘none’ means no limit. To search for applicable units, type the unit name in the field provided. Allows restricting Blueprint usage by specifying which descendant Unit(s) can have the Blueprint applied to them. If there are no Unit(s) listed here, then the Blueprint can be applied to any Unit which is a descendant of the Blueprint's organization.
Restrict access to Employee(s):	Limits and permit the selected and only ‘authorized’ people to use this blueprint when creating blueprints on the schedule. All users are selectable when ‘Institution Focus’ is turned off. If Institution Focus is turned on, all users assigned within the same institution level or have the same ‘scheduled into’ institution level that is attached to this blueprint are selectable. If ‘none’ users are listed then any ‘user’ can apply this blueprint, ’none’ means no ‘authorized’ users are restricted. To search for people, type the name in the field provided. Restricts the Blueprint to the selected people. If no person is listed, the Blueprint is available to anyone who has the right to create an instance at the organizational level of the Blueprint.

Field Name

Description

Limit Scheduling to Unit(s):

Limits the use of this blueprint by unit or units located within the Organizational level selected on the General tab. Any unit can be attached if this blueprint has ‘none’ Organizations defined on the General tab, ‘none’ means no limit. To search for applicable units, type the unit name in the field provided. Allows restricting Blueprint usage by specifying which descendant Unit(s) can have the Blueprint applied to them. If there are no Unit(s) listed here, then the Blueprint can be applied to any Unit which is a descendant of the Blueprint's organization.

Restrict access to Employee(s):

Limits and permit the selected and only ‘authorized’ people to use this blueprint when creating blueprints on the schedule. All users are selectable when ‘Institution Focus’ is turned off. If Institution Focus is turned on, all users assigned within the same institution level or have the same ‘scheduled into’ institution level that is attached to this blueprint are selectable. If ‘none’ users are listed then any ‘user’ can apply this blueprint, ’none’ means no ‘authorized’ users are restricted. To search for people, type the name in the field provided. Restricts the Blueprint to the selected people. If no person is listed, the Blueprint is available to anyone who has the right to create an instance at the organizational level of the Blueprint.