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.
Viewing All Projects
To access your full list of projects:
💡 Tip: You can use the search bar or filters to quickly find a project by client name, address, or keyword.
Creating a New Project
To add a new project:
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:
💡 Tip: You can drag and drop rooms in the list to change their order.
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:
💡 Tip: You can sort or filter schedules by date or category to focus on upcoming work.
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.
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.
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.
Duplicating Projects
Need to reuse a previous project layout? You can duplicate an existing project to copy its structure and room setup.
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.
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.