Project Management

Blueprint Studio makes it easy to manage all your projects from one place — from concept to completion. Each project acts as a central hub where you can store items, budgets, proposals, invoices, and purchase orders.

💡 Tip: Think of each project as a digital binder — every detail about a client or space lives here.

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Viewing All Projects

To access your full list of projects:

1

Open the Projects page

Navigate to Projects from the main menu.

2

Review the list

You’ll see a list of all active projects, with columns such as:

• Name

• Client

• Status

• Start / End Dates

• Budget Summary

3

Open a project

Click any project name to open its details.

💡 Tip: You can use the search bar or filters to quickly find a project by client name, address, or keyword.

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Creating a New Project

To add a new project:

1

Start a new project

Go to Projects → New Project.

2

Enter basic info

Fill in the project name, client, and address.

3

Optional setup

(Optional) Add rooms, a schedule, or a budget right away.

4

Save

Click Save to create the project.

After saving, you’ll be taken to the Project Overview, which shows key metrics and links to related tabs.

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Organizing by Rooms

Rooms let you group items within a project for clarity and reporting. Common examples: Living Room, Dining Room, Kitchen, Bedroom 1, Entryway, etc.

To add rooms:

1

Open Rooms

Inside a project, click the Rooms tab.

2

Add a room

Click Add Room.

3

Provide details

Enter the room name and optional description.

4

Save

Click Save.

Once added, rooms will appear as group options when adding items or generating reports.

💡 Tip: You can drag and drop rooms in the list to change their order.

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Managing Schedules

Schedules are optional but useful for organizing installations, deliveries, or milestones. They can also be used to track phases of a project.

To create or edit a schedule:

1

Open Schedule

Open the project and click the Schedule tab.

2

Add schedule

Choose Add Schedule.

3

Define tasks

Add task names, start dates, and responsible team members.

4

Save

Click Save.

💡 Tip: You can sort or filter schedules by date or category to focus on upcoming work.

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Project Notes & Attachments

Each project includes space for internal notes and file attachments.

• Notes: Use this section for meeting summaries, client feedback, or reminders. Notes are visible only to your internal team.

• Attachments: Upload plans, elevations, photos, or other documents. Accepted file types include images (JPG, PNG), PDFs, and spreadsheets.

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Project Status

Each project has a Status to help you track its progress. Statuses may include:

• Active

• On Hold

• Completed

• Archived

You can change the status anytime from the Project Overview screen.

💡 Tip: Archived projects remain available for reference but are hidden from active dashboards.

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Linking Budgets, Proposals, and Invoices

Blueprint Studio automatically links related records together:

• Budgets are tied to a project and group related items.

• Proposals draw directly from project items.

• Invoices and Purchase Orders pull data from those same items.

This structure means less duplication — update once, and everything stays in sync.

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Duplicating Projects

Need to reuse a previous project layout? You can duplicate an existing project to copy its structure and room setup.

1

Open project to duplicate

From the Projects list, open the project you want to duplicate.

2

Start duplication

Click Actions → Duplicate Project.

3

Choose options

Choose what to include (rooms, schedules, or items).

4

Duplicate

Click Duplicate.

The new project will appear in your list, ready to customize.

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Deleting or Archiving Projects

If you no longer need a project:

• Archive: Hides it from active views but keeps all data intact.

• Delete: Permanently removes it. (Only admins can delete.)

⚠️ Warning: Deleting a project also deletes all related items, proposals, and invoices. Archive if you may need it later.

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Next Steps

Now that you understand projects, the next step is managing items — the products, furnishings, or services that power your proposals, invoices, and budgets.