Review About Smart Blueprint and Smart
Blueprint Field Descriptions before you start this task.
Blueprints must be preconfigured in order to apply them to a
Smart Blueprint.
To create a Smart Blueprint in the Schedule section
of the Setup area:
Click Add
Optional - Select an organization.
Click Add and search for the desired blueprints in Contained
Blueprints.
Add the blueprints desired for this template. For
any date, only one active blueprint is allowed on the Planning board.
A Smart Blueprint can hold several blueprints
with unique effective dates. Overlapping periods plus one blueprint
with no period are acceptable. A smart blueprint will only return
either a single template, or no template for a given date.
The system will look for the most recent effective date until
it finds a valid blueprint for the target date, or simply runs out
of blueprints because no blueprint contained in the Smart Blueprint
covers the target date.
When the target date encompasses overlapping blueprints, the
system returns the blueprint with the nearest Effective date in
the past, and verifies that the target date falls before that blueprint’s
Conclusion date.
To remove a template, click the red button to the right of the
blueprint